About the job

Established, successful firm seeks experienced financial advisor to manage existing client relationships, conduct client meetings and make appropriate recommendations to help clients meet their financial goals. If you are passionately committed to helping others, this could be the right position for you. Conduct review meetings for the group of clients you are working with and address all service related inquiries.

Research new products and services that will enhance client relationships or fulfill clients’ short- and long-term financial needs
.Assist clients with reviewing paperwork; ensure that all required forms are completed accurately
.Generate reports, such as position statements, for meetings with clients
.Place trades through Commonwealth trading platform

Requirement

s:BA/BS in business, finance or similar; advanced degree (CFP®, MBA, CPA) desir
edMinimum of five years of experience in the investment/insurance industry, experience in an advisory role required; experience with National Financial Services a pl
usFINRA Series 7, 63 and 65 or 66 registrations requir
edProficiency with computer programs, including the Microsoft Office Suite (Word and Excel), CRM, Wealthscape, Advent, and Morningst
arStrong interpersonal skil
lsExceptional verbal and written communications skil
lsAbility to establish rapport with clients and coworke
rsAbility to work well independently and as a member of a te
amHighly professional, the willingness to always put the clients’ needs first and a commitment to conducting business in an honest and ethical mann
erExcellent knowledge of and ability to communicate financial planning concepts and terminolo
gyExcellent knowledge of and ability to explain products, such as mutual funds, stocks, bonds, insurance, and annuiti

Marjon Management Advisors, LLC

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