Financial Advisor Support and Servicing

Job Description

Job Description

This is a unique opportunity for an individual with excellent communication, organizational, and relationship building skills to join the Tumolo Financial team as a Financial Advisor Support and Servicing role.

As an Advisor , you will work with individuals and families to put together financial plans focusing on tax strategies, investment and estate planning.

What You Will Be Expected to Do:

• Assist clients with achieving and maintaining financial security by providing financial advice and matching solutions with clients’ needs and goals
• Develop rapport with clients and foster long-term relationships
• Demonstrate knowledge of Tumolo Financial products, services, and financial market trends
• Maintain client base and keep current client financial plans up to date – responsible for working leads provided by Tumolo Financial to build a portfolio of clients
• Provide dedicated and focused client experiences

What You Can Expect:

If selected for this position you can expect to receive a competitive salary including base + commission and comprehensive benefits package including health insurance, 401k with match, and generous paid time off (PTO bank + paid holidays). Position also offers potential for growth! You will also enjoy a collaborative work environment where we celebrate success and hold one another accountable for results.

What We Are Looking For:

• 2-5+ years’ client-facing financial services experience required
• Securities License Series 65 or 66 required
• Entrepreneurial, competitive, and coachable
• Client-focused: strong communication and effective relationship management skills
• Proactive demeanor, strong initiative, honesty, and integrity
• Ability to maintain strict confidentiality of sensitive information and communications
• Computer proficiency with Microsoft Excel, Outlook, and CRM software

In addition, the selected candidate must present themselves in a professional manner and be extremely articulate with the ability to multi-task and work in a fast-paced, small office environment.

The Tumolo Financial Difference – Because Ken Tumolo is a CERTIFIED FINANCIAL PLANNER TM who holds the coveted Series 66 license, he is able to offer his clients both retirement income planning and complete money management services. He makes sure his clients own solid reasons for their investments, and that they fully understand how these investments will contribute to prosperous retirement years.

EQUAL OPPORTUNITY EMPLOYER