Financial Advisor with CFP needed for full-time position offering 100% employer paid and generous benefits package, competitive compensation, and an existing book of business! This is an excellent opportunity for those with 5+yrs of experience in Financial Services, Wealth Management, Investments or similar industry seeking an Account Management and Client Retention focused role vs Sales. Exciting time to join a growing firm and tenured team of professionals that have an excellent reputation. This role is offering remote flexibility, however; it is NOT FULLY remote. Training will be done on-site and Advisors are expected to be in-office as needed to best serve clients.

Responsibilities

Work with clients and their family to develop and implement appropriate investment and financial planning goals and objectives

Monitor client accounts, and investment performance versus benchmarks, and develops insights for clients regarding key contributors and detractors

Reviews portfolio issues (i.e., taxes, liquidity events, etc.) quarterly

Manage investment transition for new clients

Communicate and collaborates with the Investment Team regarding investment strategy and client portfolio structure

Provide recommendations to individuals and family enabling them to fulfill their financial goals

Identify insurance needs for clients and assess proper solutions

Discuss estate planning and work with internal and external resources to meet estate planning goals of the client.

Consultation with attorneys and accountants on financial, tax, and estate planning

Client meeting planning, facilitation, and presentation

Compliance with all industry rules and regulations and firm policies

Qualifications

Bachelor’s degree from an accredited college or university

CFP preferred

5+ years relevant experience

Strong organization, analytical, relationship building and communication skills

Competence with industry software to include CRM, Portfolio Management system, MS Office, etc.

Flexible work from home options available.