We desire an intelligent, motivated, individual who thrives in an entrepreneurial environment. In addition to handling the administrative and operational portions of the firm, the candidate will also receive opportunities to become an integral part of the wealth management process and will be critical to our business development. Candidates without a Series 7 license will be given the opportunity to take the exam.
The job responsibilities include:
Managing ongoing conversations with high-net worth clients and prospective clients.
Facilitating opening new accounts and transferring of client assets.
Acquiring and retrieving client account information, compliance files and other business documentation.
Producing investment policy statements and financial plans.
Administrative functions including processing of business and accounts.
Organize events and social media programs related to Sustainable Investing, among other financial planning strategies
Experience in the Financial Services Industry, preferably in Financial Planning
Detail-orientated and highly organized
Ability to simultaneously manage multiple tasks and projects with varying and changing priorities
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Strong verbal and A strong desire to build a career as a wealth management advisor is a plus
Education & Professional Licenses
-Series 7 license highly desired but not necessary
Additional Salary Information: Health Insurance, 401K, and Pension also available. Bonus structure available
We are an independently owned financial consulting firm with more than 34 years of experience and dedicated personalized service to our clients. Our focus is to assist our clients in managing, preserving and maximizing wealth with a strong bias towards Sustainable and ESG screened Investing. Our comprehensive financial advisory firm has a complete, independent and unbiased approach to wealth manag...ement. We are dedicated to serving the needs of our clients in an honest, consistent and reliable manner. Our clients are high net-worth professionals, business-owners and executives.