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Financial Advisor

Employer
anonymous
Location
Exton, Pennsylvania
Salary
Salary commensurate with experience
Closing date
Nov 12, 2021

View more

Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Preferred

Wealth Management Solutions is an established fee-only comprehensive wealth management firm located in Exton, PA. We are seeking a Financial Advisor with at least 5 years’ experience, to join our team as we deliver financial planning/investment management services to our clients.
 

Partners Tanu Happonen and Martin Hopkins both migrated to the US from other countries. They know from experience that the United States is a land of opportunity for those who will work diligently and ethically.

Our company

  • WMS specializes in investment management and financial planning, using a customized approach for individuals, families and businesses. 
  • We have an established client base.
  • Our satisfaction comes from helping people achieve their goals and we have a genuine care for people – our staff and our clients.
  • We encourage an ownership mentality in our team and offer a track to ownership for appropriate team members.
  • Private investments are an important part of selected client portfolios. The successful candidate will have the opportunity to learn how to select, research and monitor private investments for our clients.
  • We pursue excellence and a reputation for consistent and proactive service.
  • We place a high value on satisfied and grateful clients.
     

Key Qualifications and Strengths of Candidate:

  • B.A. or B.S. degree from accredited four-year university
  • CFP® Designation preferred
  • Knowledge of Financial Planning and Portfolio Management software preferred
  • Strong financial and analytical skills
  • Strong verbal and written skills
  • Strong computer skills, with an acumen for learning new software programs
  • Significant comfort in delivering financial advice
  • Ability to identify, meet and follow through with client requests in a timely manner
  • Independent, autonomous and organized
  • Interact professionally, confidently and with warmth in all client communications
  • Detail oriented and able to multitask efficiently
  • Proactive in positive problem solving
  • Willing to cover for other team members when necessary
     

Job Description

  • Lead advisor for group of assigned clients.
  • Discuss with clients, the company’s current investment strategy. (All trading is done by a dedicated team member).
  • Manage client financial plans which includes gathering client data, following up with clients and full data entry into all necessary software programs
  • Follow up with incoming leads as soon as possible by phone and e-mail, and prepare proposals
  • Generate new clients through marketing and networking activities
  • Monitor account rollovers, transfers, conversions, retitling, etc.
  • Respond to all assigned client service requests to completion and full follow up
  • Generate portfolio reviews, all client meeting material prep and financial plan updates

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