Shelton Financial Group's founder, Jeff Shelton, joined the financial services industry over 25 years ago. He began the firm with the belief that there's simply a better way for financial advisors to help people enjoy their wealth. Shelton Financial Group is a full service retirement planning and investment management firm located in Northeast Indiana. The multi-generational firm takes a team approach to addressing our clients biggest financial concerns by combining the perspectives of our youngest advisors with the experience and wisdom of those team members who have been with us since the beginning.
As an Investment Advisor Representative, you are responsible for the overall support and service for all client relationships assigned. You will provide personalized retirement planning and advice, portfolio design and income strategy planning, clear communication and education on relevant investment topics, and disciplined investment strategies for a fair, unhidden fee. The Investment Advisor Representative reports to the Principal Advisor.
ESSENTIAL DUTIES AND RESPONSIBILITIES
To perform this role successfully, the individual must be able to perform each essential duty:
Advisory

• Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm’s financial planning systems.
• Works with Lead Advisors/Managing Directors to discuss, review and finalize financial planning assumptions and design decisions.
• Works with clients, under the supervision of Lead Advisors/Managing Directors, to obtain information and prepare risk profiles and investment policy statements.
• Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the Operations Group.
• Develops asset allocation strategies and works independently or with the Investment Committee
• Rebalances portfolios as directed by the Investment Committee and the Lead Advisor/Managing Director working with the client.
• Participates in all client meetings and adds value to meetings by delivering presentations, facilitating discussions, and preparing information.
• Creates custom worksheets and analyses where needed to answer client questions or research investment opportunities.
• Facilitates the adoption of new technology by client service teams and trains others as necessary.
• Advises clients on appropriate financial products in the context of their plans.

Client Service and Relationship Management

• Tracks client correspondence, actively participating in client meetings and responsible for follow-up items after meetings.
• Facilitates retention of existing clients by providing outstanding service, which also can foster new client referrals.
• Builds strong relationships with clients and communicates proactively and consistently with clients to identify changes to their financial lives and needs that should be met.

Team Management and Staff Development

• Leads the implementation of planning decisions and assigns client service steps to the team.
• Provides consistent and constructive feedback to other professionals on the client service team.

Business Development

• Seeks opportunities to grow existing client relationships through increased wallet share.
• Engages with clients to create referral opportunities from existing clients.

Measures of Success

• Client retention
• Number of clients served both in “first” and “second chair.”
• New clients added – through referral sources.
• Leadership and Execution of strategic projects
• Accuracy and completion of financial plans and follow-up client deliverables.

KNOWLEDGE, SKILLS AND/OR ABILITIES
To perform this job successfully, the individual should have the following skills and abilities.

• Financial planning
• Project/Time Management
• Strong client service communications
• Strong public speaking and presentation skills

SUPERVISORY RESPONSBILITIES: None
EDUCATION AND/OR EXPERIENCE

• 4-year degree

CERTIFICATIONS, LICENSES, REGISTRATIONS:

• Holds applicable Life & Health and securities licenses or ability to obtain within 90 days of hire.
• Has advanced industry certification such as the CFP or is willing to pursue the certification while acting in this capacity.

BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.