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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