Financial Advisor
$90k - $120kLanding Point
Company Overview: A US-based wealth management firm offering comprehensive investment advisory services is seeking a Financial Advisor to join their team and support a lead Financial Advisor in servicing an existing client base. Job Responsibilities: Support the management and service of client relationships, acting as a secondary point of contact for client inquiries and routine requests. Prepare for and participate in client meetings, including agendas, financial plan updates, and follow-up summaries. Gather, analyze, and input client data into financial planning software; update and maintain comprehensive financial plans. Assist the lead advisor with planning recommendations, implementation, and follow-up on action items. Prepare client reports, investment reviews, and performance summaries. Maintain CRM records, workflows, and task lists to ensure timely and accurate client service. Assist with practice management initiatives, process improvements, and ongoing projects to enhance client experience. Qualifications: Bachelor's degree required. Two years of experience working as an Investment Adviser Representative (IAR) preferred. CFP® designation, or working towards this designation, is highly preferred. Experience working with Money Guide Pro is highly preferred. FINRA Series 65 license preferred but not required. Experience in managing client relationships and delivering fiduciary-level service. Strong knowledge of investment products, markets, and financial planning principles. Exceptional communication skills with the ability to simplify complex financial concepts. Highly organized, client-focused, and results-driven. Compensation: Salary: $90,000 - $120,000, Plus Bonus #J-18808-Ljbffr Landing Point
Vacancy posted 3 days ago
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