Stevens Foster is a highly respected Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide fully integrated financial planning to high net worth and corporate clients.

Summary:

We are seeking a person to fill this position to be the primary connection between the client and our firm.

Our relationship managers develop a trusting relationship with the client; understand and convey client goals and objectives; work with Stevens Foster team to design effective options to meet client goals; and personally convey those options to the client.

Required skills and experience:

The ideal candidate will have financial services experience and a basic understanding of areas of personal financial planning such as investing, executive benefits, estate planning, retirement planning and tax issues.

Experience:

• Financial planning for individuals: 3-5 years (Required)
• Estate planning terminology
• Basic individual tax knowledge

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday
• Hybrid opportunity after 6 months

Supplemental pay types:

• Bonus opportunities