FINANCIAL ADVISOR

Overview

Our client is currentlyseeking an experienced Financial Advisor to join their growing team.

The Financial Advisor will embracetechnology, enjoy a collaborative environment, and hold in high regard servingclients in a fiduciary capacity. The Financial Advisor will work withadditional team members to provide financial planning, investment advisorysupport, and facilitate business development initiatives.

Duties and Responsibilities

The Financial Advisor will be ateam player and methodical business leader, working closely as a trustedadvisor to serve the sophisticated needs of high-net worth individuals andfamilies. You will build rapport and establish relationships with existing and targetprospects, convert them to clients, and facilitate them through our financial planningprocess. In addition, as a member of our client’s planning team, the Financial Advisorwill contribute to business development and marketing efforts.

• FacilitateBusiness Development
• Leverage local centers ofinfluence to extend our client’s referral network while continuously lookingfor opportunities to establish relationships with potential prospects, clients,and strategic partners
• Participate in the design andexecution of key marketing initiatives, which facilitates client involvement
• Represent the organizationexternally by attending and/or presenting at client and alliance events
• Provide a Superior ClientExperience
• Manage the relationship andclient experience from the beginning of engagement throughout the initialplanning process
• Work with the planning team todevelop financial strategies designed to meet the specific needs and concernsof the firm’s entrepreneurial clients
• Maintain a pulse on everyclient, staying a step ahead of their needs and exceeding their expectations
• Own the organization’s valueproposition and its matriculation through the client experience
• Lead the Best Advisory Process
• Serve as an integral member ofthe organization’s financial planning team, staying on the forefront of keyfinancial, investment and risk management concepts and providing mentorship andeducation to prospects, clients, alliances, and team members
• Provide daily support to theFinancial Planning Team, conducting financial planning research and assistingin the preparation of customized comprehensive financial plans and portfoliosfor clients
• Coordinate client service needswith internal and external team members
• Memorialize client meetings andproviding support to the overall client experience
• Understand theinvestment strategy of the organization
• Direct and monitor workflowsrequired to provide an exceptional client experience
• Stay current on products,services and regulations that could impact the firm’s clients

Requirements

• Bachelor’s degree in Business,Economics, Financial Planning, or other related fields
• CFP® designation is required
• At least 8 years or more of advanced planning experience
• Business development experience is required
• Fundamental knowledge and handson experience working with eMoney
• Strong entrepreneurial spirit with a high level of persistence
• Foundational knowledge of keyfinancial, investment and risk management concepts
• A passion to help clientsachieve their goals
• Excellent verbal and writtencommunication skills, with a focus on relationship building and management withthe team and clients
• Excellent attention to detailand time management skills with a proven ability to meet deadlines
• Excellent project managementskills with ability to prioritize and track multiple tasks
• Strong analytical andproblem-solving skills
• Empathyand great active listening skills

Benefits

• Competitivecompensation depending on experience
• Healthbenefits (medical, dental, vision, etc.)
• Abonus program
• A401(k) retirement plan with company match
• Afun and friendly team of colleagues