Are you interested in making an impact by helping those in your local community and beyond? At Ever Green Wealth Management, our focus is helping our clients live richer lives and are interested in bringing on team members that support that mission. We are on the search for an experienced, and detail-oriented financial professional that is achievement-driven and passionate about the client experience.

Ever Green Wealth Management is a fiduciary advisory firm located in Victor, NY specializing in portfolio and financial planning for individuals, retirees, women, executives, and small to mid-sized businesses. The firm was founded by David Green in 2018 after he recognized his ability to better serve his clients through an independent channel. Looking for like-minded individuals that share a similar mission and looking to improve client outcomes.

Job Title: Wealth Management Fiduciary.

Job Type: Regular/Full-time.

Location: Victor, NY. Will consider a hybrid environment for the right candidate.

Responsibilities

• Source and manage prospects, identifying prospects’ needs and effectively communicating the value Ever Green Wealth Management can deliver
• Enhance already existing relationships with the firm to acquire stronger relationships and referrals
• Communicate and educate individual investors on the benefits of working with a Registered Investment Advisor (RIA)
• Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals

Requirements:

• 2 years of experience
• Transferable ~$10 million book of business and/or ~$100,000 in 12 month gross production
• Achievement-driven, highly motivated attitude
• Expert with current knowledge of investment products and services across personal finance
• Ability to convey financial advice with empathy, understanding, humility, and confidence
• Passion for building a better personal finance experience
• High School Diploma or an equivalent qualification is required
• While a Bachelor's degree is preferred, we welcome candidates who possess a combination of relevant experience and education
• Active Series 65 or Series 7 and Series 66 certification is preferred; Will consider sponsoring for the right candidate
• Bonus Points: CFP or CFA certification

Transition: Change can be scary - we get it! To make this a seamless experience, we’ll work with you to build a transition plan, guide you through communications, and help support every step of the way. When you join Ever Green Wealth Management, we want to ensure a smooth transition for your practice and your clients.

Compensation: Payout starts at 40% and goes up to 70% depending on individual circumstances.

If this sounds like a good fit, please email us with your resume, cover letter and in the header of the email please title Financial Professional. We look forward to hearing from you!

***Must have a book of business***

Please send resume & cover letter to danielle.green@ever-greenwm.com.

Job Type: Full-time

Pay: From $75,000.00 per year

Experience:

• Financial planning: 2 years (Preferred)

Ability to Commute:

• Victor, NY 14564 (Preferred)

Ability to Relocate:

• Victor, NY 14564: Relocate before starting work (Required)

Work Location: Hybrid remote in Victor, NY 14564