Job Description
Vintage Wealth Management is currently seeking a Wealth Advisor to join a dynamic team of professionals. The primary responsibility of this role is to assist in managing existing client relationships.
Duties
Include, but are not limited to, the following:
· Identification of Client Goals and Values
· Analysis of Client personal and financial position to help develop meaningful client recommendations
· Prepare financial policy and procedure documentation
· Client facing presentations of Investment Performance and Financial Plans
· Identify financial process improvement
Competencies
To perform the job successfully, the following competencies are required:
· Results-oriented mindset
· Positive attitude, high energy, and professional demeanor
· Knowledge of investment products, policies, compliance & procedures
· Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
· Ability to work under pressure and adapt to consistent changes within the industry
· Ability to exercise good judgment by recognizing urgency and setting expectations
· Excellent client service & written/oral communication skills
· Work independently as well as collaboratively within a team environment
· Strong organization & time/task management skills
· Accuracy & attention to detail
· Ability to Maintain Confidentiality
About Vintage Wealth Management
Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, insurance, and annuities.
Education and/or Experience
· Bachelor’s degree
· Series 7 and 66 licensing required
· CA Insurance Licenses required : Accident & Health or Sickness, Life , Variable Life and Variable Annuity
· 3 years related work experience within financial services.
· 3 years of experience within a sales environment
Job Type: Full-time
Pay: $70,000.00 - $110,000.00 per year
Benefits:
Physical setting:
Schedule:
Ability to commute/relocate:
Experience:
Work Location: One location
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