Company Overview:

A family-owned Registered Investment Advisory firm, founded in 1985, manages approximately $4.5 billion in assets across 50 states. They are seeking a Financial Advisor to develop and maintain client relationships with strong service and sound advice.

Job Responsibilities:

Serve as lead advisor to new and existing clients of the firm
Interview clients to determine their financial status and objectives
Manage client relationships, providing the highest level of service and support
Communicate with clients over the phone, via email, and in person at regular review meetings
Work with clients to develop and maintain financial plans
Consult with clients about their allocations and investment strategies
Maintain Investment Policy Statements for client portfolios
Contact clients periodically to determine any changes in their financial status
Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
Respond to the Chief Compliance Officer and other compliance personnel as required
Perform other related duties as required

Qualifications:

At least three years of relevant industry experience required
Bachelor’s degree required, with concentration in accounting, finance, economics, or related field preferred
CERTIFIED FINANCIAL PLANNER
Strong Microsoft Office skills are required
Experience with Money Guide Pro or other financial planning software is a plus

Compensation:

Salary: $90,000 – $120,000, Plus Bonus

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