Financial Advisor- Wealth Management

Responsibilities

• Prepare and deliver comprehensive financial plans in collaboration with lead advisors.
• Implement investment strategies and process account transactions as needed.
• Serve as a point of contact for existing clients for service-related needs.
• Analyze client data to identify financial planning opportunities.
• Ensure timely and accurate execution of client requests.
• Maintain detailed documentation in CRM and financial planning systems.
• Stay current with industry regulations, market trends, and product knowledge.
• Support advisors in client retention and satisfaction initiatives.

Requirements

• Bachelor’s degree in Finance, Business, or related field.
• Active Series 65 license, Series 66 license, CFP designation, CFA designation, ChFC designation, or CIC designation required.
• Strong knowledge of financial planning concepts, investments, and regulatory requirements.
• Excellent communication and client service skills.
• Demonstrate excellent oral, written, and interpersonal communication skills.
• Possess a willingness to learn firm technologies.

Qualifications

Not specified.

Skills

• Financial planning concepts.
• Investments.
• Regulatory requirements.
• Communication skills.
• Client service skills.
• Technology learning ability.

Benefits

• Medical Insurance.
• Dental/Vision Insurance.
• Life & Personal Accident Insurance.
• Short-term Disability Insurance.
• Long-term Disability Insurance.
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA.
• 401(k) Plan with company matching.
• Paid Time Off (PTO) and paid holidays.

Pay

Competitive, based on experience.

Schedule

Not specified.