Client Advisor

As part of the applicant process, we ask that you find 6-7 uninterrupted minutes to take an assessment.  We want to ensure that you are a good fit for us and we are a good fit for you.  We want you to love coming to work every day!  Only applicants that complete the assessment will be considered for hire.

https://go.cultureindex.com/p/itSwgEetb3UcxtexEhS

COMPANY OVERVIEW

Gerber, LLC is a boutique advisory firm based in Columbus, Ohio that focuses exclusively on first-generation entrepreneurs nationwide.  We bring together decades of experience and expertise in diverse areas of business, wealth management and finance to help our clients grow their business quickly, profitably and with less stress.  We are fiercely committed to our clients and the lifetime solutions that we provide to them.

POSITION OVERVIEW

Our Client Advisors are responsible for leading and managing the overall private client experience.  They use his/her divergent thinking skills to provide innovative solutions and insightful recommendations for our entrepreneurial clients.

Key Responsibilities:

• Conduct business, financial planning + year-end tax review meetings
• Work with clients on a daily basis to provide guidance on a variety of strategic topics – essentially connecting the dots between personal goals and business planning
• Support new business efforts by meeting with prospects + delivering content and advice through the onboarding process
• Work hand-in-hand + act as a resource with our Paraplanners + Client Solutions Specialists
• Meet/exceed our Net Promoter Score target + meet client retention goal

This job is for you if you:

• Enjoy having fun and are looking for a long-term home!
• Would prosper working for a small, fast-paced boutique firm
• Have considerable self-confidence, vision + a strong entrepreneurial spirit
• Thrive on change, shifting priorities + meeting deadlines/goals
• Have a high level of mental stamina + can balance patience with impatience
• Like paying attention to detail, executing tasks and following through
• Productively solve problems + communicate in concise/clear manner

PREFERRED KNOWLEDGE + SKILLS + ABILITIES

• 10+ years of wealth management experience
• Experience providing advice to entrepreneurial business owners is a plus
• Aptitude for learning new concepts/ideas/programs
• Demonstrated ability to communicate effectively + concisely
• Ability to synthesize all business + personal information into actionable recommendations
• Prior experience working successfully in a cross-functional environment
• Track record of doing what it takes to get the job done  

CORE VALUES

• BE PRESENT + BE POSITIVE
• BOLD PURSUIT OF EXCELLENCE
• LIVE + BREATHE ENTREPRENEURSHIP 
• HEALTHY SENSE OF URGENCY 
• PRODUCTIVE + CONCISE COMMUNICATION   

Gerber, LLC (“Gerber”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Gerber and its representatives are properly licensed or exempt from licensure.