Associate Advisor
- Employer
- FAI Wealth Management
- Location
- Columbia, Maryland
- Salary
- Competitive
- Closing date
- May 22, 2021
View more
- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Experience Level
- 1-4 years
- CFP® Certification
- Preferred
Job Details
JOB DESCRIPTION
FAI Wealth Management is an award-winning, client centric financial planning firm that provides independent, comprehensive financial advice in a friendly, down-to-earth manner that inspires trust and confidence. Committed to treating others the way we’d want to be treated, we work closely with each client to understand their values and goals while creating tailored financial plans. We are looking for an experienced, self-motivated Associate Advisor to join our established planning team.
Our Associate Advisor will work alongside of a Senior Advisor and Client Service Associate to ensure a superior client experience is maintained throughout our planning process. As an integral part of the Wealth Planning Team, the Associate Advisor maintains a pulse on everything that impacts our clients and is responsible for overall client management and retention. Specifically, you will be responsible for the following:
Client Relationship Management
Facilitate the wealth planning process, serving as a point of contact for clients, their families and their team of partners and advisors
Prepare for, lead and quarterback to completion all ongoing client meetings and client service activities
Maintain responsibility for all client contact and communication
Wealth Planning
Build comprehensive, customized financial plans designed to meet the specific needs and concerns of our entrepreneurial clients
Embrace the financial planning philosophy of the organization, providing education to clients as well as answering their questions and delivering recommendations
Continually reinforce our value proposition with clients and encourage referrals
Stay current on products, services and regulations that could impact our clients
Direct and monitor workflows required to service clients
Strategic Alliance Development
Develop strategic relationships with our partners to refer business and enrich the client experience
Participate in the planning and execution of strategic alliance event
Experience, Skills, and Software Requirements
Bachelor’s degree, preferably with a concentration in financial planning required
2+ years of financial planning experience required
Hands on experience with eMoney required
CFP® designation holder or actively pursuing CFP® designation required
Experience with financial planning and CRM tools; Redtail, Tamarac, Hidden Levers, and Fi360 preferred
Knowledge of key financial, investment and risk management concepts
A passion to help clients achieve their goals, and a desire to strengthen alliance partnerships to facilitate this work
Strong attention to detail
Appetite for Business Development
Outstanding communication and relationship building skills
Please email your resume HR@faiwealth.com by copying the contents of your resume into the body of the email. Please include a short introduction and a list of software programs you have used. You may attach the resume as well. Phone calls are NOT accepted
Company
Located in Columbia, Maryland, FAI focuses on helping clients create the financial future they desire by protecting their wealth, making the most of their assets, and planning for life's uncertainties. The firm combines fee-only, fiduciary-driven guidance with highly personalized, consultative financial planning and investment services that enable individuals, families, and businesses to navigate complex life transitions. Founded in 1987, FAI currently manages more than $330 million in client assets nationwide. For more information about FAI Wealth Management, please visit the website at http://www.faiwealth.com or call 410.715.9200.
- Website
- http://faiwealth.com/
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