A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing clients. This position is to assist a senior advisor in servicing his growing book of practice and consistent referrals from clients. With comprehensive financial planning and wealth management responsibility for servicing clients, the Financial Advisor would allow the Senior Financial Advisor to focus on the more complex client situations.
(Note: This is a position with salary and bonus pay, not commission)
Responsibilities & Activities:
¨ Meet clients semi-annually to review investment portfolio and discuss strategies and planning topics
¨ Prepare comprehensive financial plan and proposals to clients and referrals; Present analysis and proposals for clients
¨ Services and delivers financial planning and wealth management solutions to help clients reach their goals and vision; Meeting with clients periodically for review meetings
¨ Assists in research and trading duties when needed
¨ Assists the Senior Financial Advisor in planning and servicing as requested
¨ Develops and maintains written systems of all their activities
¨ Coordinate with team members all client servicing tasks and prioritizes them daily
¨ Helps expand client base
Knowledge, Skills & Abilities:
Requires:
- At least 3 years of experience as Financial Advisor
- Excellent interpersonal and communication skills
- Excellent attitude and an extraordinary client service orientation
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- An ability to handle multiple tasks and handle stress
- NASD Series 7, 63, 65 or 66
Helpful:
- CFP practitioner preferred
Salary:
- $100,000 and up depending on qualifications
Hours and Location:
Monday-Friday roughly 8am-4:30pm
Please note this position is fully in office at our Golden Valley location. This is not a remote position.
Job Type: Full-time
Pay: From $100,000.00 per year
Benefits:
- Dental insurance
- Financial planning services
- Health insurance
- Paid time off
- Retirement plan
Compensation Package:
Work Location: In person
Salary :
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