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Associate Financial Advisor/Planner

Employer
FAI Wealth Management
Location
Columbia, Maryland
Salary
Salary to be determined based on experience.
Closing date
Feb 12, 2022

View more

Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Pursuing
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Job Details

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 and quarterback to completion all ongoing client meetings and client service activities
  • Maintain responsibility for client contact and communication

Wealth Planning

  • Build customized financial plans designed to meet the specific needs and concerns of our clients
  • Embrace the financial planning philosophy of the organization, providing education to clients as well as answering their questions
  • 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 events

Experience, Skills, and Software Requirements

  • Bachelor’s degree, preferably with a concentration in financial planning required
  • Two plus years of financial planning experience or related
  • Hands on experience with eMoney preferred
  • 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
  • Outstanding communication and relationship building skills

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.

Find Us
Website
Telephone
4107159200
Location
10211 Wincopin Circle , Suite 220
Suite 220
MD
Columbia
MD
21044
United States
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