Hybrid role: 2.5 days a week in your local office

Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.

They are adding an Investment Relations Advisor to support the firm.

Responsibilities

• Focus on growing clientele and generating new business
• Increase assets under management from new sources
• Develop new revenue opportunities to service new clients more effectively
• Connect with and develop relationships with client's next generation
• Build COIs (Center of Influences) and produce new clients through those relationships
• Maintain familiarity with industry and economic trends and apply knowledge to client service and relationships

Qualifications

• 2-5 years of experience in Financial Services
• Series 7 License
• Life & Health License
• 2+ years of experience in sales and/or business development
• Understanding and ability to articulate Financial Planning

Compensation

• $65,000-75,000 + base salary plus incentive opportunities. Overall compensation target $120,000-150,000 or more.
• Hybrid role: 2.5 days a week in your local office