GENERAL JOB DESCRIPTION
We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing sound financial advice to a wide range of individuals. The successful candidate joins a highly professional team that provides strategic advice to clients including, but not limited to, cash management, insurance analysis, retirement, tax & estate planning, and investment advisory services.
MAJOR DUTIES AND RESPONSIBILITIES
- Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.
- Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
- Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.
- Client relationship development and management, including ongoing and regular client contact and communications.
- Client meeting preparation: review all required paperwork prior to meetings.
- Actively engage with clients to update financial planning goals, objectives and strategies.
- Gather client information and create or update planning projections and recommendations through eMoney (prior experience preferred but not required), as well as other proprietary planning tools.
- Work closely with the Investment Team to assist with the investment management process. This includes the coordination of the comprehensive planning and wealth management strategies.
- Participate in business development process with prospective clients.
- Maintain and grow your financial planning and investment knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.
EXPERIENCE/CREDENTIALS
- Bachelor’s degree in Accounting or Finance preferred.
- 5+ years of relevant experience dealing with wealth management clients and/or services.
- Certified Financial Planner (CFP)
- Investment management, third party certification or licensing by relevant agency or association an added plus.
COMPETENCIES
- Working knowledge of planning strategies and solutions.
- Ability to work in a team environment, but also comfortable leading the effort when called upon.
- Knowledge of investments and macro-economics as they relate to clients’ investment goals and objectives.
- Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
- High attention to detail.
- Strong written and oral communication.
FEATURED BENEFITS:
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement
