Financial Advisor

ESSENTIALFUNCTIONS: •Providing exceptional service to our clients with objective, unbiased advice •Preparing for client meetings with a thorough review of paperwork and prior meeting notes •Deepening existing client relationships through a true "servant's heart" frame of reference •Providing professional administrative support for various functions in the client relationship •Updating files and records in the SmartOffice Client Relationship Manager (CRM) system •Completing and following up on paperwork for client onboarding and ongoing service •Conducting research on planning topics and completing firm wide projects, as assigned •Maintaining proactive and reactive communication with clients under the highest levels of compliance and privacy •Assisting in the creation of financial reports, including data gathering and analysis, recommendation development, implementation, and ongoing reviews •Having a genuine respect for each team member's value and role in the client relationship QUALIFICATIONS: •Sincere enthusiasm to make a difference in other's lives •Passion for aiding people who have worked hard and help them organize, simplify, and make the most out of their lives •Working with others in a close, collaborative team environment •Be willing to grow in your profession through learning, practical experience, and mentoring •A long-term focus on building your career with our firm with a sincere desire to grow •Bachelor's degree from an accredited college or university 3-5+ years of industry experience Familiarity with any of the following preferred: SmartOffice, Tamarac Reporting, DocuSign, LaserApp, Morningstar, or Pershing NetX360 •Have or be working towards the CERTIFIED FINANCIAL PLANNERâ„¢ designation preferred COMPENSATION AND BENEFITS: •Non-commission based salary determined by experience and education •Paid holidays following the New York Stock Exchange schedule •Paid medical, dental, and vision insurance •Company 401k plan with employer match •Eligibility for participation in profit sharing after three years with the firm •Support of your ongoing education and additional career development opportunities

Created: 2024-10-21