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STAFF ADVISOR

Employer
Vision Financial Group
Location
Columbia, Maryland
Salary
Salary commensurate with experience
Closing date
Aug 27, 2021

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Job Role
Financial Advisor
Employment Type
Full Time
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JOB DESCRIPTION: STAFF ADVISOR

Summary of responsibilities

Vision Financial Group is a boutique, independent wealth management firm focused on building strong client relationships through comprehensive financial planning and investment management for high-net-worth families. We are seeking a Staff Advisor to directly support the Partners of the firm.

The Staff Advisor will serve to increase the capacity of one of the firm’s Partners by providing direct support in day-to-day operations as well as longer-term objectives. This position will be client-facing and will participate in client meetings but will not directly manage clients.

Principal responsibilities

• Preparing for, attending, participating in, and taking notes during client meetings

• Creating, maintaining, and updating financial plans via the firm's financial planning software

• Implementing portfolio changes at the direction of the Partner • Handling inbound service request that do not require the Partner's involvement

• Preparing forms necessary for establishing new accounts and modifying existing accounts

• Scheduling client meetings and serving as a liaison between the firm and industry partners

• Conducting investment, product, and industry research to support the firm’s portfolio management and financial planning processes

 

Required knowledge/skills/competencies

• Minimum of three years of experience in the financial services industry

• FINRA Series 7/66 registrations

• CFP designation a plus

• Knowledge of investment industry operations and terminology

• Understanding of financial planning process

• Ability to multi-task and handle a broad range of daily activities

• Excellent communication skills and ability to engage and connect with client

• Ability to work in a fast-paced environment and independently at time

 

                              www.visionfinancial.com

 

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser

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