Financial Advisor

Riverscape Search Agency

Financial Advisor

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses.

Responsibilities

Developing comprehensive, fee-based personal financial plans for individuals and families.
Providing various investment advisory services including proposal development, asset allocation modeling, etc.
Some trading and rebalancing of client portfolios.
Meeting with clients individually or on a team basis with a partner to review financial and investment plans.
Responding to various client service requests throughout the year.
Helping the firm grow through acquisition of new clients and retention of existing clients.

Qualifications

Bachelor's Degree in business or finance.
4+ years' experience as a personal financial advisor/planner
Industry related professional designations such as CFP preferred
The ideal candidate will possess the Series 65 & insurance licenses
This individual will be highly motivated with a strong desire to succeed.
Excellent organizational, communication, interpersonal, and computer skills required.

Apply

Vacancy posted 3 days ago

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