KEY RESPONSIBILITIES:
Client Service
● Interact with clients to uncover planning and service opportunities
● Interact with Fidelity and Schwab to implement planning strategies
● Document and manage client activities to completion
● Collaborate with other advisors, portfolio managers, and analysts when formulating advice for each unique client need
Financial Planning
● Meet with clients and prospective clients to understand their needs, goals, and concerns
● Gather, organize, and analyze their financial data
● Model and stress test financial projections in eMoney and Holistiplan
● Identify planning opportunities and formulate advice
● Present your observations for peer review and then to clients
Business Development
● Listen, relate, and uncover opportunities or threats to clients’ financial security
● Articulate how Buttonwood addresses those unique situations
● Make yourself available to serve their friends and family members
REQUIREMENTS:
● Bachelor’s degree in finance or related field, or equivalent skills
● Series 65 license or equivalent
● 3+ years of client-facing experience in financial services
● CFP certification, or pursuit of CFP preferred
● CFA, MBA, EA and other advanced credentials a plus
At Buttonwood Financial Advisors, we are dedicated and passionate about nurturing our clients’ financial lives, and selfless about serving their families. Our financial advisors provide valuable expertise and decades of experience to both our clients and newer associates who help us serve them. We embrace a fair and principled career path that honors dedication to personal and professional advancement and are excited to welcome likeminded professionals to add their talents to our culture.
WHY BUTTONWOOD:
● Collaborative and uplifting work culture
● Modern urban/ industrial office space with easy, free parking
● Convenient location surrounded by vibrant brewpubs, entertainment venues, and dining
Salary :
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