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Wealth Advisor

Employer
Earned Wealth
Location
Remote
Salary
150K with 15% bonus potential
Closing date
Jun 15, 2024

View more

Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required

Job Details

About Earned Wealth

Earned Wealth is a technology-centric wealth management platform focused on providing an experience specifically designed for doctors. Our mission is to liberate doctors from financial stress, empowering them to focus on what they do best. With a highly experienced team backed by leading investors in healthcare and technology, we deliver first-in-class, automated solutions tailored to each physician’s unique needs from residency through retirement. Rooted in our core values of client-first service, collaboration, excellence, diversity of thought, and unwavering integrity, we strive to radically transform the financial outcomes for our clients and create a truly differentiated experience.

Job Summary 

We are looking for a dynamic Wealth Advisor to join the Client Advisory Team at Earned. This is a unique opportunity to utilize state-of-the-art technology and apply advice strategies to help physicians realize their full wealth potential. At Earned Wealth, we separate sales and advice roles, allowing the advisory team - including this role -  to focus on exceptional client service.

The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice; will have involvement in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience in developing a career in fast-paced, innovative wealth management business that is disrupting incumbents. The ideal candidate will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity.  The ideal candidate will thrive on high performance and be inspired by our purpose of maximizing the wealth and well-being of our physician clients.  

This role is instrumental in ensuring clients have a positive advisory experience that exceeds their expectations. You will report directly to the Chief Wealth Officer.

Key Responsibilities: 

  • Turn clients into raving fans who love us and are eager to refer us to their physician friends

  • Build deep, meaningful, and impactful relationships with physician clients

  • Assess our client's overall financial needs, develop clients’ financial plans, and implement proposed strategies across investing, tax, estate, insurance, debt/cash management, and career advisory that optimize the wealth potential of physicians

  • Identify tax and legal considerations related to client scenarios. Leverage internal and external partners for specialized expertise in wealth planning

  • Develop a thorough knowledge of the unique financial needs of physicians and maintain a deep understanding of financial planning, capital markets, and the Financial Services industry

  • Lead ongoing client meetings to identify new ways of adding value and to communicate client progress that has been made

  • Timely respond to client service requests

  • Review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results

  • Comply with all regulatory requirements, including licensing and registrations

Key Requirements: 

  • Five years or more of experience working in a fiduciary capacity as a wealth advisor

  • Proven ability to convey financial advice with empathy, clarity, and confidence

  • Experience in serving the financial needs of physician is a plus

  • Passion for building a better wealth management experience

  • Bachelor's degree required, preferably in Financial Planning, Finance, Accounting, or Economics

  • CFP® certification required 

  • Strong work ethic, detail-oriented with the ability to prioritize and organize workflow

  • Self-starter, productive, works well with a team and independently

  • Demonstrated analytical and problem-solving skills

  • Excellent written and verbal communication skills

  • Knowledge of CRM (e.g, Salesforce), MoneyGuidePro, Orion, and Fidelity WealthScape a plus

  • Insurance licenses (or a desire to obtain them) are a plus

  • Willingness to be available when clients are

  • Some travel will be required, planned in advance

Key Attributes: 

  • You put our client first: You demonstrate a commitment to understanding and meeting client needs and have the ability to actively listen and provide tailored financial solutions

  • You are a builder: You are motivated to find new ways of doing business better, advancing concepts into reality and leveraging resources for efficient and timely execution

  • You are collaborative: You have an innate willingness to share knowledge, ideas, and resources for the benefit of the team and clients

  • You commit to excellence: You dedicate to delivering exceptional service and exceeding client expectations

  • You embrace diversity: You have openness to different perspectives and ideas to foster innovation both for the team and for clients

  • You hold yourself accountable: You demonstrate integrity, honesty, and ethical behavior in all professional interactions with our clients

  • You are inspired to high performance:  You derive satisfaction from delivering business results and awesome positive impact in the wealth and well-being of our physician clients. 

Benefits:

  • An attractive total compensation package

  • Employer-sponsored health insurance (medical, dental, vision)

  • Free One Medical membership and access to TalkSpace

  • 401k + 4% match

  • Flexible paid time off

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