What are the responsibilities and job description for the Financial Advisor position at Landing Point?
Company Overview:
A fast-growing independent Registered Investment Advisor in the Boston area is seeking a Financial Advisor to join their team. The role will focus on client advisory, financial planning, and investment management for high net worth individuals and families.
Job Responsibilities:
The post Financial Advisor appeared first on Landing Point.
A fast-growing independent Registered Investment Advisor in the Boston area is seeking a Financial Advisor to join their team. The role will focus on client advisory, financial planning, and investment management for high net worth individuals and families.
Job Responsibilities:
- Perform in-depth analysis on various financial planning strategies and identify opportunities to optimize results customized to client goals
- Active communication with clients in meetings, presentations, and generally as part of ongoing client relationship management
- Help the team identify new business opportunities and assist in the closing process
- Develop in-depth understanding of portfolio construction and risk management
- Participate in team projects assisting with initiatives designed to streamline firm procedures
- Maintain accurate and up-to-date client records in Salesforce
- Bachelor's degree in business, finance, or an equivalent amount of education and/or work experience
- Minimum 5 years of financial planning experience, including estate and tax planning
- CFP® required
- Experience with financial technologies including Salesforce, Orion, eMoney (preferred), MoneyGuide Pro, and Holistiplan
- Experience in serving high net worth clients
The post Financial Advisor appeared first on Landing Point.
Salary : $110,000 - $130,000