Wealth Advisor and Coach

Employer
Abaris Financial Group LLC
Location
Concord, Massachusetts
Salary
Competitive
Closing date
Dec 24, 2021

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Job Role
Wealth Advisor
Employment Type
Full Time
Salary Range
$100,000 or more
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred
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Job Details

Make an impact by helping clients pursue their life purpose and legacy as a Wealth Advisor and Coach. 

Abaris Financial Group LLC is a Concord-based wealth management firm whose mission is to change lives by facilitating personal fulfillment and a lasting legacy for our clients through holistic fee-only financial planning, life planning, coaching and investment management.

Abaris seeks a dynamic, forward-thinking advisor who wants to grow in a fee-only firm where collaboration, creativity, curiosity and community are embraced.  As a Wealth Advisor and Coach at Abaris Financial Group you have the best of both worlds - you will have an existing client base with which to work and you will be rewarded for business development.

Job Responsibilities

  • Prepare, present and monitor comprehensive financial plans and investment portfolios
  • Deliver presentations and create proposals for prospective clients
  • Provide coaching and life planning services
  • Develop and present client seminars, workshops and coaching programs
  • Provide outstanding, proactive client service
  • Develop knowledge and skills through continuing education
  • Adhere to all company and industry supervisory guidelines and policies
  • Represent Abaris Financial Group at various industry and networking events

Who Are We Looking For?

  • 5+ years of experience in financial services
  • Passionate about developing deep, meaningful relationships with clients through life planning and coaching as part of a client engagement
  • Positive attitude and high energy level
  • Bachelor’s degree, graduate degree preferred
  • CFP®
  • Team-player
  • Creative
  • Tech Savvy
  • Detail- Oriented
  • Superb interpersonal and communication skills
  • Ability to handle multiple tasks and priorities and delegate where appropriate
  • Clean U-4 and U-5 History

Why Abaris Financial Group?

  • Led by a Gen-X advisor with 20+ yrs experience
  • Best-in-Class resources offered through our relationship with Carson Group Partners
  • Multiple client fee models (AUM, hourly, fixed fee)
  • Differentiated by our unique life planning and coaching services
  • Competitive compensation & benefits

Abaris Financial Group LLC is an Equal Opportunity Employer.  Investment advisor services offered through CWM LLC an SEC Registered Investment Advisor.  Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 00389082-O-0219

 

 

Company

Abaris Financial Group is a Concord-based wealth management firm founded by Abbey Henderson in 2001. We’re dedicated to providing the highest level of service and delivering trust, transparency, and accountability to ensure every client has a unique, personalized experience with his or her advisor. Our mission is change lives by bringing personal fulfillment and a lasting legacy to our clients through comprehensive, fee-only financial planning, life planning, coaching and investment management services.
Find Us
Telephone
978-371-9649
Location
9 Damonmill Sq Ste 1F
Concord
MA
01742
United States

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