Financial Advisor

Responsibilities

• Serve as the first point of contact for a number of the team’s clients.
• Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management, and benefit plans.
• Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
• Opportunity to specialize in a technical area including but not limited to:
  • Investments: participate on the firm’s investment committee and cover a segment of the investment universe.
  • Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert.
  • Business Development: work cross-departmentally to drive business strategies.

Qualifications

• 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships.
• Either the CFP® or CFA designation, or having passed the exam for the designation, is preferred.
• Bachelor’s degree from an accredited university.
• Detail-oriented and highly organized.
• Of the highest integrity.
• Maintain a “client-first” mentality.

Pay

Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting.

Benefits

• Fully Paid Medical Plan (with no in-network co-pays or deductibles).
• Dental, Vision, Life, and AD & D insurance.
• Long-Term Disability and Short-Term Disability coverage.
• FSA (Flexible Spending Account).
• Generous 401(k) match and Traditional and Roth 401(k) options.