What are the responsibilities and job description for the Senior Financial Advisor position at Jobot?
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 "Apply Now" buttonand sending us your resume.
Salary: $150,000 - $220,000 per year
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.
Key Responsibilities:
Qualifications:
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
This Jobot Job is hosted by: Kevin Shilney
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand 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 "Apply Now" button.
Salary : $150,000 - $220,000
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