The Advisor is part of a service team that manages client relationships, guides the investment philosophy, and leads the overall financial planning strategy. We are looking for an individual who performs well within our close-knit team. We welcome candidates of diverse backgrounds and skill sets who collaborate well and can apply their unique perspectives to help us grow as a team.
Duties and Responsibilities:
Advisor responsibilities will include:
Accumulate and analyze client data within our financial planning platform; develop financial plans with scenarios and recommendations; meet with clients and prospective clients and other professionals; facilitate client meetings and communications; manage investment portfolio trading, rebalancing, and analysis on a regular basis; onboarding of new clients and related paperwork; perform other duties as assigned
Minimum of 3-5 years of experience within the financial services industry with at least some client facing responsibilities; CFP, CFA, or MBA preferred; excellent spoken and written communication skills.