What are the responsibilities and job description for the FINANCIAL ADVISOR position at The Carlisle Group (TCG)?
Job Description
The Carlisle Group has been retained to search for a Financial Advisor. Our client is a privately owned, independent financial advisory firm with three locations in Camp Hill, Gettysburg, and Lewisburg, PA. This role is open due to growth of the company. There will be some day travel between Gettysburg, Camp Hill, and Lewisburg to meet and service clients.
The Financial Advisor serves as the primary point of contact for clients and is responsible for delivering personalized financial advice and comprehensive wealth management strategies to clients. The role is highly client facing, focusing on building strong, long-term relationships, understanding client goals, and providing tailored recommendation across investments, retirement planning risk management, tax strategies, estate planning, and charitable contribution.
Company Team Values
The Carlisle Group has been retained to search for a Financial Advisor. Our client is a privately owned, independent financial advisory firm with three locations in Camp Hill, Gettysburg, and Lewisburg, PA. This role is open due to growth of the company. There will be some day travel between Gettysburg, Camp Hill, and Lewisburg to meet and service clients.
The Financial Advisor serves as the primary point of contact for clients and is responsible for delivering personalized financial advice and comprehensive wealth management strategies to clients. The role is highly client facing, focusing on building strong, long-term relationships, understanding client goals, and providing tailored recommendation across investments, retirement planning risk management, tax strategies, estate planning, and charitable contribution.
Company Team Values
- Generosity - We encourage clients and teammates to be purposeful and share their resources with others.
- Relationship - We value others by prioritizing relationships and putting people first.
- Excellence - We strive for the highest levels of quality and professionalism by never cutting corners.
- Authenticity - We endeavor to show genuine care to our clients, teammates, and families.
- Fun - We laugh, play, compete, serve, and celebrate with our teammates and our clients.
- Serve as the primary advisor and trusted partner for a book of clients.
- Conduct in-depth discovery meetings to understand client objectives, risk tolerance, and financial priorities.
- Deliver and present comprehensive financial plans, investment strategies, and retirement priorities.
- Maintain ongoing communication with clients to monitor progress, address changes, adjust strategies as needed.
- Develop, implement, and monitor customized financial plans using planning software.
- Conduct investment analysis, portfolio construction, and asset allocation based on client goals and risk profiles.
- Collaborate with external professionals (CPAs, attorneys, insurance specialists) to deliver coordinated client solutions.
- Understand and utilize client relationship management systems to document client information and manage tasks.
- Build and grow a client base through referrals, networking, seminars and community engagement.
- Oversee account transactions and service requests in coordination with support staff.
- Mentor and guide Associate Advisors, Planning Associates, or support staff as needed.
- Coordinate and maintain rules and regulations relating to compliance and disclosures.
- Highest level of integrity and ethical standards, and absolute respect for client confidentiality.
- Attention to detail and a high degree of accuracy; ability to work in a highly regulated environment and navigate paperwork requirements with minimal errors.
- Professional attitude, demeanor, and appearance.
- Passion for excellence and a strong dedication to clients and teammates
- Ability to interact with business owners, C-level executives, and high net worth clients.
- Initiative and resourcefulness to solve problems and suggest improvements.
- Ability to work independently but also collaborate in a team atmosphere.
- Bachelor’s degree.
- Must hold a CFP.
- 7 years of financial industry service experience required.
- Proficient in investment and insurance products.
- Experience with successfully managing client relationships and delivering financial advice.
- Strong proficiency in Microsoft Office and web-based applications.
- Extremely strong organizational, problem-solving, and communication skills.
- Ability to handle multiple tasks, maintain high quality of work, and work independently or in a team.