Financial Planner/Advisor

Overview

The primary responsibility of the Financial Advisor (FA) is to expertly deliver the firm’s core services with minimal supervision.  Specifically, FAs design, create, review, and present financial plan and investment recommendations to existing clients.  FAs will not be expected to develop new client relationships or serve as a marketing representative for the firm, but they do help close prospective clients who are referred to the company or generated by Senior Advisors.  FAs must have the CFP® designation and over three years’ experience working as a financial advisor or in a related profession.  FAs must be familiar with and fluent in a variety of industry concepts, practices, and procedures.  They rely on professional experience and extensive judgment to help our clients maximize their quality of life by using financial planning and investment management.  FAs have advanced interpersonal skills and are talented communicators.  They listen with empathy and ask good questions.  They are responsible for delivering solutions, not mechanically completing tasks.

FAs provide technical financial planning and investment management advice to clients. They have lead responsibility for gathering complete and accurate client data, researching creative financial planning solutions, inputting data into financial planning software, and delivering logical, relevant financial plans.  FAs are obligated to make continual incremental improvements in the financial planning process to maximize value to the client while balancing cost to the firm. 

Our Company

Wealthway Financial Advisors is a $200 million AUM, fee-only wealth management firm with 170 client relationships.  We were founded in 1995 as an independent RIA and we take our fiduciary duty to heart.  We integrate expert investment management with comprehensive on-going financial planning advice to help our clients answer life’s big financial questions and enhance their quality of life.  Our business model, operational design, and proprietary planning process combine to make Wealthway the premier financial planning firm in Hampton Roads.  Sophisticated financial advice is our most valuable deliverable.  It is not an afterthought.  It is not a sales tool.  It is our reason for being.

Responsibilities

• Conduct client meetings, including initial, semi-annual, and annual planning meetings
• Attend and help close initial prospective client meetings, help onboard new clients smoothly
• Serve on the investment committee, help determine the firm investment strategies, be able to communicate and present philosophy to clients and prospects
• Prepare and make recommendations on client investment portfolios, including creation of investment policy statement, asset allocation, and initial security selection
• Solve complicated financial planning, insurance, tax, retirement, and estate issues
• Prepare and make recommendations for client financial plans using eMoney, including entering data, running reports, and accurately managing financial planning software
• Collect, organize, and review data gathered from clients for financial planning
• Prioritize, batch, and enter data into financial planning software, produce accurate financial planning reports suitable for presentation
• Help research, develop, implement, and document new processes and procedures for financial planning department
• Operate CRM software database (AdvisorEngine/Junxure) for sorting, reporting, scheduling, marketing and workflow management ensuring data accuracy and optimum efficiency
• Help manage and coordinate firm marketing efforts, including developing radio show content
• Assist with client communications such as newsletter and individual business letters
• Other similar duties as assigned

Required Qualifications

• Bachelor’s degree, preferably with a concentration in a business discipline
• CERTIFIED FINANCIAL PLANNER™ designation
• A minimum 3 years’ experience in financial planning and client management
• Working knowledge of primary financial planning concepts: investments, insurance, taxes, mortgages, Social Security, estate planning, etc.
• Strong project management skills with the ability to prioritize and track multiple tasks to meet deadlines
• Ability to identify and meet client needs, a naturally curious problem-solver
• Balance between analytical and verbal skills
• Obsessive attention to detail with relentless follow-through
• Ability to write clearly, communicate succinctly, and present professionally
• Must be a self-starter and achievement-oriented team player with a “no job is beneath me” attitude.  There are no small jobs here.

Compensation and other benefits

• $75,000 – $125,000 starting base salary determined by experience, knowledge, skills, and abilities
• 100% Employer-paid health, dental, vision, life, and disability insurance 401k and profit-sharing plan
• Participation in Revenue-based Compensation Plan after one year
• Wildly flexible Paid Time Off program
• Paid holidays
• Paid CFP certification
• Paid FPA membership
• Paid on-site parking
• Invitation to Employee Ownership Plan when qualified

For maximum consideration, please submit a resume with a persuasive cover letter by October 15, 2024 via email to: President Kevin Zywna at kevin@wealthwayadvisors.com.