Financial Advisor/Financial Planner/Wealth Advisor

As part of the applicant process, it's necessary to take this survey. Take the survey here: Wealth Management is a fast-growing wealth management firm founded with a vision of Women Empowering Women. Our mission is helping clients live a life they love and helping them live a life of purpose as they achieve their financial goals. Key Wealth Management is looking for a Wealth Advisor who thrives in the ever-changing world of Financial Services. This role requires the ability to easily connect and motivate others, as well as explain financial concepts in a simplified manner.The Wealth Advisor role is integral to the growth of an already established and matured client base. You will work alongside our CFP® Wealth Advisors to help execute all aspects of the client experience, including preparation for meetings, financial advice and portfolio monitoring. We are looking for someone who is deeply invested in service excellence, exhibiting high standards, excellent communication skills, good judgment, and takes initiative.The Skills You BringDeep understanding of financial planningPositive, outgoing, empathetic, and intuitiveAbility to proactively network and influence othersOutstanding verbal and written communication and ability to explain complex topics in simplified termsExhibit a proven ability to prioritize, self-manage, and follow throughConfident in your decision-making, even with uncertainty or time constraintsExcellent time management and ability to prioritize dutiesAbility to manage a wide scope of client requests and varying needs at any point in timeThe Value You DeliverCultivate and maintain ongoing relationships with clientsComplete all follow-up activities generated from client meetings and execution of any other requests to support the team Provide timely response to address incoming client questions and needsDesign custom financial plans including retirement and education planning, cash and liability management, and tax and risk management strategiesPrepare for client reviews; all reports, investment data, presentations, and plans organized in advanceOversee portfolios, including analyzing client's existing holdings and overall asset allocation to provide recommendationsManage insurance business by evaluating and preparing insurance illustrations and presenting solutions to the clientsManage Employer Retirement Plans and provide employee educationInteract proactively and collaboratively with the teamRequiredSeries 7 & 66 LicensesInsurance licensedMinimum 5 years of experience working in client support, portfolio management, relationship management, or paraplanner role in the financial services industry.Proficient in intermediate Excel functionsPreferredDegree in finance, economics, or related fieldCertified Financial Planner (CFP)Experience with Money Guide Pro, Riskalyze, FactSet, Holistiplan

Created: 2024-11-09