Senior Financial Advisor

Job Overview

The Sr. Financial Advisor position is responsible for managing select client relationships while collaborating with and supporting colleagues who oversee additional client relationships.

Responsibilities

• Develop customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation, and risk management
• Administer and coordinate the ongoing needs of client relationships
• Respond to client inquires, complete research and tasks, take meeting and call notes, and communicate with team members
• Collaborate with investment team to provide input on client-specific circumstances, such as cash-flow needs, and manage client portfolios through tax-loss harvesting
• Build deep relationships with clients, coordinating the implementation and ongoing management of their financial plans
• Facilitate communication and cooperation amongst departments and team members
• Lead client meetings with relevant team members
• Foster new business development opportunities to help the firm grow
• Act as a team leader, mentoring and coaching other team members to encourage teamwork and professional development

Qualifications

• Bachelor's Degree
• Minimum of 7-10 years of experience in a wealth management-related or financial services field
• Coaching and/or leadership experience with a team of advisors is desirable

Skills and Competencies

• Proven analytical and problem-solving skills
• Thorough understanding of investment concepts; comfortable communicating investment strategies
• Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
• Excellent written and verbal communication skills
• Team player, able to work well with all levels of the firm, as well as with clients
• Adaptable and flexible; able to work under pressure and beyond standard hours during busy periods to meet client needs
• Personable, warm, engaging; client-first attitude

Benefits

• Competitive based salary
• Performance-based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, and more
• Generous PTO and leave policies
• Opportunities for professional growth and continuing education