Summary:

Join a team that is proud to be nationally recognized as a "Best in State Wealth Management Team" by Forbes for the work we do for our clients and their families. As a premier provider of all things financial, our mission is to provide customized advice along with personalized service to help our clients and their families feel confident and in control of their financial lives.

Benefits:

Remote work available
Paid time off/paid holidays
Company incentive programs
Paid volunteer opportunities
Company donation match
Health, Dental & Vision Insurance
Health Savings Account
401k w/company match
Company paid insurances: short-term disability, long-term disability, long-term care, AD&D

Primary Duties and Responsibilities:

Hold client visits and attend/participate in client visits as necessary
Develop a marketing strategy with marketing to generate and qualify new leads
Manage and resolve complex client service problems
Review and interpret financial statements
Contact clients or prospects to confirm gather any additional information needed.; maintain contact during the financial planning process
Participate in seminars and client appreciation events
Able to utilize and understand unique tools and processes available
Review work methods and procedures for possible quality improvements and efficiencies; implement them when appropriate
Assign and delegate work and provide feedback, when appropriate, to other planning support staff
Adhere to all compliance and regulatory requirements

Job Type: Full-time

Pay: $80,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Compensation Package:

Bonus opportunities

Education:

Bachelor's (Preferred)

Experience:

Financial planning: 1 year (Preferred)
Financial services: 2 years (Preferred)
Sales: 2 years (Preferred)

License/Certification:

Series 7 (Required)
FINRA Series 66 (or 65 & 63) (Preferred)
Life, Accident & Health Insurance License (Preferred)

Work Location: Hybrid remote in Wellesley Hills,

R. Miller & Associates jobs

Financial Advisor