Senior Financial Advisor

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Job details

Flexible Remote Work Schedule, Incentivized Bonuses, Profit Sharing, and more!

This Jobot Job is hosted by Kevin Shilney

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $150,000 - $220,000 per year

A Bit About Us

This firm offers comprehensive financial planning and investment management services to individuals, families, and businesses. We are committed to helping our clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and needs. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management. We are dedicated to building long-term relationships with our clients and providing them with the guidance and support they need to navigate the complex world of finance.

We are seeking a highly experienced and motivated Senior Financial Advisor to join our team. The ideal candidate will have a proven track record of leading client relationships and bringing a book of business or network that can be leveraged. This individual will be expected to manage and grow a portfolio of high-net-worth clients, providing them with tailored financial advice and solutions to help them achieve their financial goals.



Why join us?

• Firm covers 90-95% of Medical Dental Vision
• Flexible schedule
• Remote work
• Guaranteed base salary + incentive bonuses
• 401k match up to 3%
• Profit sharing options
• Travel expenses covered for any company outings or meetings
  
  

Job Details

Key Responsibilities

• Lead and manage client relationships, providing comprehensive financial planning and investment management services.
• Develop and implement customized financial plans and investment strategies based on clients' unique needs and circumstances.
• Utilize your existing book of business or network to bring new clients to the firm.
• Conduct regular portfolio reviews and make adjustments as needed to ensure clients' financial goals are being met.
• Stay current with market trends, investment products, and regulatory changes to provide clients with informed advice.
• Collaborate with other team members to deliver a holistic approach to financial planning and wealth management.
• Participate in networking and business development activities to grow the firm's client base.
• Maintain a high level of compliance with all regulatory and firm policies and procedures.
  
  

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Certified Financial Planner (CFP) designation preferred.
• Minimum of 7-10 years of experience in financial planning and investment management.
• Proven ability to manage and grow client relationships.
• Strong understanding of financial markets, investment strategies, and financial planning principles.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• High ethical standards and professional integrity.
• Existing book of business or network that can be leveraged.
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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Click our Jobot logo and follow our LinkedIn page!