Wealth Advisor

Founded in 2009, Key Financial Group is a regionally recognized Financial Planning Company that oversees almost half a billion in client assets under management. Key Financial is known for its service model. It is driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

We are seeking a highly motivated and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing comprehensive financial planning services to clients. This is an exciting opportunity to work with a diverse range of clients and help them achieve their financial goals.

• Conduct in-depth financial analysis and develop personalized financial plans for clients
• Provide expert advice on investment strategies, asset allocation, and risk management
• Assist clients in managing their investment portfolios and making informed financial decisions
• Stay up-to-date with market trends and economic conditions to provide timely advice
• Build and maintain strong relationships with clients, ensuring their satisfaction and loyalty
• Collaborate with other professionals, such as accountants and attorneys, to provide holistic financial solutions.
• Adhere to all company and industry supervisory guidelines and policies.
• Participate in daily morning advisor meetings, training, and continuing education requirements.
• Provide positive and professional service to the client base assigned.
• Handle all communication with the client base, including phone calls, emails, and meetings.
• Review investment products currently held in clients’ accounts, both advisory and brokerage and reallocate to the appropriate model to help clients meet their financial objectives.
• Maintain all continuing education requirements of a wealth advisor plus required training elements,
• Build and maintain a relationship with the client base, primarily focusing on service and operations.
• Attend firm client events.

Job Requirements:

• Excellent interpersonal & communication skills
• Excellent attitude and an extraordinary client service orientation
• Excellent organizational and time management skills
• Excellent analytical skills with a solid understanding of financial analysis techniques
• Proficiency in math and technical accounting concepts
• Stay up-to-date with market trends and economic conditions to provide timely advice
• Build and maintain strong relationships with clients, ensuring their satisfaction and loyalty
• Collaborate with other professionals, such as accountants and attorneys, to provide holistic financial solutions
• Ability to handle multiple tasks and priorities simultaneously
• Bachelor’s degree or higher is strongly preferred
• Active Series 7 license preferred but not required
• Active Series 65 or 66 preferred but not required
• Life, Health, and LTC Licenses preferred but not required

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, the potential for career growth, and a great working environment. Our culture is fast-paced, motivational, and focused on healthy living.

For more information about our company, please visit our website, www.keyfinancialgrp.com.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

If you are a self-motivated individual with a passion for helping others achieve their financial goals, we would love to hear from you. Join our team as a Wealth Advisor and take your career to new heights.

Job Type: Full-time

Pay: $60,000.00 - $250,000.00 per year

Benefits:

• 401(k)
• Health insurance

Ability to Relocate:

• Frederick, MD 21701: Relocate before starting work (Required)

Work Location: In person

Salary : $60,000 - $250,000