Senior Financial Advisor

About the role

The Senior Financial Advisor at Homestead Advisers is responsible for retaining Homestead Funds shareholders and attracting new shareholders through virtual and in-person presentations. Key responsibilities include conducting over-the-phone and in-person portfolio reviews, recommending customized asset allocation strategies, and educating clients on various investing concepts.

Responsibilities

• Retain Homestead Funds shareholders and attract new shareholders through presentations
• Conduct over-the-phone and in-person portfolio reviews and recommend customized asset allocation strategies
• Communicate with shareholders and potential shareholders via CRM system
• Present Homestead Funds information at events
• Manage competing deadlines and multiple projects
• Provide timely follow-up and customer service
• Collaborate with transfer agent, team members, and management
• Comply with policies and procedures, including regulatory and educational requirements

Requirements

• Formal Education: Bachelor’s degree in business or related field
• Experience: Six or more years of mutual fund/investment industry experience, four or more years in a senior client-facing role
• Certifications: CFP designation preferred, FINRA Series 6, 63, and 65
• Knowledge: Knowledge of securities, mutual fund industry, 401(k) pension plans, financial planning, and investments community
• Skills: Ability to manage competing deadlines, organize information, communicate clearly, and use Microsoft Office tools

Qualifications

• Formal Education: Bachelor’s degree in business or related field
• Experience: Six or more years of mutual fund/investment industry experience, four or more years in a senior client-facing role
• Certifications: CFP designation preferred, FINRA Series 6, 63, and 65
• Knowledge: Knowledge of securities, mutual fund industry, 401(k) pension plans, financial planning, and investments community
• Skills: Ability to manage competing deadlines, organize information, communicate clearly, and use Microsoft Office tools

Benefits

Homestead Advisers offers a competitive salary range of $126,000 - $157,000 with an incentive opportunity. Final compensation is determined by individual qualifications, experience, and internal equity.

Schedule

This is a hybrid/remote position.

Pay

Final compensation is determined by individual qualifications, experience, and internal equity. Salary range: $126,000 - $157,000 with an incentive opportunity.

Skills

• Knowledge of securities, mutual fund industry, 401(k) pension plans, financial planning, and investments community
• Ability to manage competing deadlines and multiple projects
• Ability to communicate clearly and use Microsoft Office tools

Benefits

Homestead Advisers offers a competitive salary range of $126,000 - $157,000 with an incentive opportunity. Final compensation is determined by individual qualifications, experience, and internal equity.

Qualifications

• Formal Education: Bachelor’s degree in business or related field
• Experience: Six or more years of mutual fund/investment industry experience, four or more years in a senior client-facing role
• Certifications: CFP designation preferred, FINRA Series 6, 63, and 65
• Knowledge: Knowledge of securities, mutual fund industry, 401(k) pension plans, financial planning, and investments community
• Skills: Ability to manage competing deadlines, organize information, communicate clearly, and use Microsoft Office tools

Disclaimer

The preceding job description has been written to reflect management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Additional requirement: The U.S. Equal Employment Opportunity Commission (EEOC) recently released the 'Know Your Rights' poster, which updates and replaces the previous "EEO is the Law" poster and "EEO Is the Law Poster Supplement". Pay Transparency Non-Discrimination. NRECA will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. Please see the Pay Transparency Nondiscrimination Provision for more information. E-Verify. As a Federal Contractor, NRECA is required to participate in the E-Verify Program to confirm eligibility to work in the United States. For information please click on the following link: E-Verify.