Wealth Management Advisor

Job Responsibilities

• Serve as the primary advisor for some client relationships while partnering with senior advisors on others
• Develop a deep understanding of each client’s financial and family situation using a "human first" approach
• Prepare, review, and present comprehensive, goals-based financial plans
• Prepare for and participate in client review meetings, with increasing responsibility for leading meetings over time
• Manage existing client relationships and respond thoughtfully to planning inquiries and service requests
• Collaborate closely with other TandemGrowth advisors in delivering thoughtful planning advice and exceptional client service
• Coincide proactively with clients' attorneys, accountants, and other professionals regarding estate planning, tax planning, risk management, and other planning matters
• Partner with clients to evaluate tradeoffs and navigate decisions involving retirement, cash flow, taxes, debt, charitable giving, education planning, insurance, estate planning, and investments
• Present and discuss the TandemGrowth investment philosophy and explain investment results in a way clients can easily understand
• Establish each client's need, ability, and tolerance for risk and help develop appropriate investment and cash flow strategies
• Address client investment questions within the context of a comprehensive financial planning framework
• Become proficient in all technology tools used in the firm's wealth management process
• Be an active participant in improving and growing the firm
• Support the firm's growth through exceptional client service, relationship management, and participation in business development activities
• Contribute to client retention, referrals, and long-term relationship growth
• Participate in introductory and discovery meetings with prospective clients
• Develop relationships with and serve clients' adult children through the firm's Next Gen service model
• Support firm marketing, educational events, and community engagement efforts as appropriate

Requirements

• Bachelor's Degree from an accredited college or university
• CFP® designation required
• 3+ years of experience in financial planning, wealth management, or a related advisory role
• Experience supporting and/or managing client relationships
• Ability to successfully pass criminal background and credit checks

Preferred but not required

• Experience leading client meetings
• Experience developing new client relationships
• Familiarity with MoneyGuidePro, Orion, FP Alpha, HiddenLevers, and YCharts

Required Skills & Attributes

• Deep understanding of comprehensive financial planning principles
• Strong written and verbal communication skills
• Comfortable presenting planning recommendations and discussing financial concepts with clients
• Ability to accurately enter and analyze client information within planning software
• Strong listening skills and thoughtful problem-solving abilities
• Self-motivated with strong initiative and personal accountability
• Ability to manage multiple priorities while maintaining attention to detail
• Committed to putting clients first and upholding fiduciary standards
• Collaborative team player who enjoys working with others to serve clients well