Financial Advisor

Role Overview

• Drive business results by developing, managing and expanding client relationships through referrals and new business development activities
• Earn clients’ trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Advise clients on all aspects of wealth management including: asset allocation, financial management and wealth planning
• Serve as a resource for clients with complex wealth management needs and financial planning solutions
• Exhibit technical knowledge and competency in financial management, retirement, and conduct retirement plan participant education meetings; meet with individual participants; build relationships with participants and key employees
• Explain the value proposition of wealth management services to retirement plan participants
• Qualify potential business leads and close qualified business
• Develop leads through working with existing plan clients, educational efforts, networking and client referrals
• Meet annual sales goals by advancing prospects through the opportunity pipeline to close business
• Work closely with the Portfolio Management Team to understand the financial philosophy and ensure that clients are provided with the best financial solutions
• Meet with clients regularly to ensure financials align with their goals, risk tolerance and personal situation
• Work in conjunction with the service team on day to day service including financial review meetings and financial planning

Requirements

• Bachelor’s Degree required; MBA, JD, or other advanced degree preferred
• Experience working with high-net-worth individuals and families
• Strong analytical, communication and interpersonal skills
• Entrepreneurial spirit coupled with an ability to thrive in a team-based and collaborative environment
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Self-motivated with a commitment to excellence and a high level of integrity

Benefits

• Health insurance
• 401(k) matching
• Paid time off
• Variable compensation
• Annual bonus based on performance