What are the responsibilities and job description for the Financial Advisor position at Bonte Care?
Responsibilities:
Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k).
Responsibilities:
Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k).
Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k).
Have a question?
Fill out the form below or contact us!
- Serve as the first point of contact for a number of the team’s clients.
- Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.
- Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
- Opportunity to specialize in a technical area including but not limited to:
- Investments: participate on the firm’s investment committee and cover a segment of the investment universe.
- Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert.
- Business Development: Work cross-departmentally to drive business strategies.
- 3 years of experience in Wealth Management with a demonstrated ability to manage client relationships
- Either the CFP® or CFA designation, or having passed the exam for the designation, is preferred
- Bachelors’ degree from an accredited university
- Detail-oriented and highly organized
- Of the highest integrity
- Maintain a “client-first” mentality
Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k).
Responsibilities:
- Serve as the first point of contact for a number of the team’s clients.
- Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.
- Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
- Opportunity to specialize in a technical area including but not limited to:
- Investments: participate on the firm’s investment committee and cover a segment of the investment universe.
- Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert.
- Business Development: Work cross-departmentally to drive business strategies.
- Serve as the first point of contact for a number of the team’s clients.
- Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.
- Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
- Opportunity to specialize in a technical area including but not limited to:
- Investments: participate on the firm’s investment committee and cover a segment of the investment universe.
- Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert.
- Business Development: Work cross-departmentally to drive business strategies.
- 3 years of experience in Wealth Management with a demonstrated ability to manage client relationships
- Either the CFP® or CFA designation, or having passed the exam for the designation, is preferred
- Bachelors’ degree from an accredited university
- Detail-oriented and highly organized
- Of the highest integrity
- Maintain a “client-first” mentality
- 3 years of experience in Wealth Management with a demonstrated ability to manage client relationships
- Either the CFP® or CFA designation, or having passed the exam for the designation, is preferred
- Bachelors’ degree from an accredited university
- Detail-oriented and highly organized
- Of the highest integrity
- Maintain a “client-first” mentality
Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k).
Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k).
Have a question?
Fill out the form below or contact us!
Salary : $100,000 - $145,000