Wealth Advisor- Murray, UT

About the role

The Wealth Advisor position is the backbone of the practice. This individual will focus on building existing client relationships and establishing new ones, in addition to providing advisory services and support to current clients at the highest level. This individual will have the ability to skillfully navigate hard/emotional client conversations in a solutions-focused manner. They will have enough life and client experiences to be relatable to their clients. They can handle the largest, most complex and demanding clients. This individual will demonstrate strong leadership skills. Business Development will become more of a priority as this individual will have a well-formed and active COI network. They will show continuous effort in proven return-on-investment activities. They will be willing and able to teach and present the firm's Core Values and Core Focus in any setting with ease.

Responsibilities

• Understand Bucketing, Investment and Tax Strategies utilized
• Demonstrate exceptional active listening skills while providing education to clients during Discovery and Clarification meetings
• Demonstrate proven ability to attract new clients to the firm
• Collaborate proactively, professionally and effectively with team members from other offices
• Provide excellent client service independently and efficiently
• Effectively prepare for client meetings with team. Lead and present entire client meeting
• Delegate service items and communicate next steps to entire service team to ensure client needs are met and tasks taken care of
• Communicate relatable life and client experiences. Develop Crucial Conversation and Active Listening skills
• Navigate hard/emotional client conversations
• Handle largest, most complex and demanding clients
• Show proactive approach to client needs
• Empathetic and genuine care for clients, their families and circumstances
• Knowledgeable and effective with complex client situations
• Unrelenting determination to do what’s best for client
• Actively source new opportunities and build client base
• Leverage new opportunities from existing client book
• Create/Sustain a plan for business development, working with our team on new ways to engage communities we serve and expand our reach
• Able and willing to teach and present
• Mentor to Associate Wealth Advisors, Client Service Associates and rest of team
• Constant and Never-Ending Improvement
• Keep up to date with relevant financial planning news. Demonstrates mastery in technology and financial planning
• Maintain all professional Continuing Education and training requirements
• Adhere to Compliance policies and procedures

Requirements

• Clean U-4 and U-5 history
• Computer literacy and aptitude for learning new programs and processes: Knowledge of Office Suite (Word, Excel, PowerPoint, Teams), required
• Knowledge of Financial Industry programs (Salesforce, Orion, eMoney, MoneyGuide), preferred
• Excellent interpersonal, communication, and prioritization skills
• Excellent attitude and an extraordinary client service orientation
• A genuine interest in serving and caring for other people
• Excellent organizational and time management skills
• Ability to be present and on time for client meetings
• Self-motivation and a desire for growth

Qualifications

• 3 to 5+ years investment advisory experience
• CFP or CFA preferred
• Active Series 65 or 66 license
• Bachelor’s Degree in Finance or related field, preferred

Skills

• Financial Planning Software Proficiency
• CRM Proficiency
• Communication Skills
• Leadership Skills
• Client Relationship Management
• Business Development
• Teaching and Presenting Skills
• Active Listening Skills
• Crucial Conversations Skills

Benefits

• Total Cash Compensation is between $110,000 and $150,000
• Extremely competitive Incentive Comp/Wealth Advisor compensation structure
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs