Job Description

The best financial advisors are able to spend their time building rapport and trust with their clients. Join a team that empowers you to do just that. At WMBC, you will build long-term, dedicated relationships with clients by bringing them peace of mind as you guide them through wealth management and planning strategies for all phases of their life.

WMBC is dedicated to the wellness of our clients. We have designed our business practices to consider, plan, and monitor for our client’s full lived experience. We are looking for an advisor that embodies our commitment to empathetic listening, mindful attention, and creative financial system design.

The EXPERTISE We’re Looking For

• FINRA Series 7 & 66 OR Series 65 and state registrations required prior to hire
• Experience interfacing with clients
• 1-3 years of experience as a financial advisor or planner

The PURPOSE of Your Role

WMBC can provide you with a book of business to invest your time and energy into. We will support you with our proprietary planning modality, Human Wealth™, a top-of-industry investment platform, and a powerful technology platform.

Your role will first be to deeply understand our planning modality and company processes. Next, it will be to build and strengthen your relationship with clients and serve them by ensuring their finances support them properly. Further, you will use your keen focus, motivational skills, and leadership qualities as prime attributes to provide appropriate solutions to existing clients and help expand the acquisition of new clients.

The SKILLS You Bring

• You demonstrate a strong understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
• Deep knowledge of investment products
• Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• The ability to collaborate with multiple business partners to craft an unsurpassed customer experience and meet the client’s broad range of needs

The VALUE You Deliver

• Through empathy, listening, and creativity you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
• Your integrity, insights, interpersonal skills, and meticulous planning allow you to mentor and support your clients using their money to live a full and meaningful life.
• Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

REQUIRED CERTIFICATIONS:

Series 07 & 66 – FINRA

OR Series 65 and State registrations

COMPANY OVERVIEW

With more than 40 years of managing wealth, we have observed that being a successful wealth advising team starts with understanding our client’s whole financial situation and endures through a long-term view.

At WMBC, we understand that money is a tool used to provide space around the areas of life that our clients hope to grow or adapt. Our intention is to help our clients use that tool in the most sustainable and meaningful way possible.

Through our proprietary financial planning modality, Human Wealth™, we capture the whole human experience by accounting not only for the growth of the client’s material wealth, but the quality of their relationships, the state of their health, and the composition of their wellbeing.

JOIN US

At WMBC, you’ll find great opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. We welcome individuals from different backgrounds and with different perspectives to help others achieve their life’s goals.

WMBC is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Company Description

WMBC is a Registered Investment Advisory firm and uses a team approach to financial planning. We offer expert advice in the areas of Taxes, Insurance, Retirement, Estate and Pension Planning.