Financial Advisor

*** THIS IS NOT A REMOTE POSITION ***At Greenspring, our Core Purpose is to "improve lives by helping people make better decisions for themselves and those who depend on them" and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to:Own Your Future with defined career paths and tools, coaching and support to help you create the future you wantBe Part of a Great Culture where you'll be a part of a team of people who are committed to each other's successMake a Lasting Impact on the lives of our clients and through the camaraderie of working for a common goal with your peersThe Financial Advisor is an entry-level position that will work within our Private Client Group, supporting their assigned Advisor Team. The individual will spend most of their time attending and observing meetings and completed andor delegating workload to client service and financial planning specialists, while learning how to communicate financial planning principals to new and existing clients and building relationships.This role is critical to setting and maintaining high service standards for the firm, creating positive client experiences, and for fostering a culture of teamwork and collaboration.ResponsibilitiesAttend initial prospective client meetings and help with onboarding new clients into the firm Assist in the execution of client-service and operational tasksWork directly with the Financial Planning team to determine the best investment strategy for clients based on risk tolerance and goalsUnder the guidance of the Lead Advisors, learn how to assess clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategiesPrepare, present, and advise in client meetings (once licensed), then delegating follow up tasks to the appropriate departmentSpecific Measures of SuccessResponsive to requests and resolves open tasks and inquiriesProactively eliminates obstacles before they become issuesDemonstrates efficiency by leveraging firm resources and toolsHigh degree of pride in the accuracy and quality of your work product Builds new relationships with prospects and centers of influenceIndustryBusiness Experience1-2 years of business experience is preferredEducationBachelor's degree required. Degree in Financial Planning, Finance, Economics, Accounting, or related field preferred.Skills and KnowledgeBase level of understanding a variety of the financial planning concepts, practices, and proceduresHighly relational with clients and teammatesFocused on client needs and customer service at all timesA self-starter who is entrepreneurial, assertive, proactive, and independentA team player with good interpersonal skills and the ability to work collaboratively across departments Excellent oral and written communication skillsDemonstrated problem-solving abilities Ability to excel in a fast-paced, changing environment Expert in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Salesforce, Tamarac, MoneyGuidePro, and Morningstar a major plus.RequirementsAdditional InformationStart base salary range: $60,000-$70,000, with opportunity to earn a discretionary annual bonus up to 10% of earningsThe Financial Associate will be expected to obtain their Series 65 license within the first 6 months on the job. Within 2 years in the role, they should work towards obtaining their CERTIFIED FINANCIAL PLANNERâ„¢ designation.The first 90 days of employment will include an onboardingtraining programAfter the first 90 days and with manager's approval, the Candidate may be eligible to work from home for a specified number of days per monthSome periodic travel to company HQ and client meetings should be expectedGreenspring is consistently ranked as one of the country's leading independent advisory firms. We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others. We offer a competitive compensation package including: Health, Dental, and Vision Insurance OfferedHealth Savings Accounts 401(k) Plan with employer match and discretionary profit-sharing contributionsPaid Leave & Vacation AllowancePaid Short-Term and Long-Term Disability InsurancePaid Group Life InsuranceFree financial planning and investment management servicesEligibility for GREEN Units (equity compensation) after 2 years with the firmAnnual professional development stipend for continuing education, courses, conference attendance, etc.Cellphone Usage ReimbursementMatching Gifts ProgramStand-up desks, dual computer monitors, monthly social events, and volunteer hours

Created: 2025-02-09