SageVest Wealth Management is a growing, top-ranked wealth management firm offering a financial advisor position. We’re an independent, fee-only firm, dedicated to providing the highest caliber of investment and financial planning service to our clients. We believe in being cutting-edge with technology and always placing our clients’ best interests at the helm of our business model. This is an excellent opportunity for a dedicated professional.
PRIMARY POSITION RESPONSIBILITIES
The financial advisor assuming this role will be responsible for servicing existing and new client relationships as part of a team structure. Responsibilities will extend to reviewing client portfolios, conducting investment research, participating on the Investment Committee, developing financial plans, coordinating client service requirements and general client relationship management.
SageVest places a strong emphasis on financial planning. As such, the construction of financial plans is a key element of the position. A CERTIFIED FINANCIAL PLANNER TM designation with at least seven (7) years of experience is required for all candidates. Additionally, at least seven (7) years of investment management experience is required.
The advisor will be required to participate in business development initiatives, working on independent initiatives as well as part of collaborative company initiatives.
Strong written and verbal communication skills are essential for success.
EDUCATION & EXPERIENCE REQUIREMENTS
CERTIFIED FINANCIAL PLANNER TM designation
Minimum of seven (7) years of financial advisory experience
Series 65 preferred, or required within 3 months of employment
Clean background check
Ability to create and present financial plans to clients
In depth knowledge of investments with the ability manage investment portfolios, explain investments to clients and guide clients in making investment decisions relative to their best interests.
Experience in managing investment account functions
Portfolio management system experience
CRM system experience
Proficiency in Word, Excel, PowerPoint and Outlook
Ability to multi-task
Acute attention to detail
Professional written and verbal communication skills