Financial Advisor

• Client Relationship Management: Serve as the primary point of contact for assigned clients, developing deep, trusted relationships and proactively addressing their financial needs. Ensure consistent communication and high-touch service to foster long-term engagement.
• Financial Planning & Strategy: Develop and implement comprehensive financial plans that align with clients' long-term goals, considering tax strategies, estate planning, and risk management. Provide informed investment advice tailored to individual client profiles.
• Investment Oversight: Construct, review, and continuously monitor Investment Policy Statements to ensure alignment with client objectives. Analyze portfolio performance, asset allocation, and risk exposure, making adjustments as necessary.

• Organic Growth: Identify and pursue organic growth opportunities by deepening existing client relationships, uncovering unmet needs, and generating referrals through exceptional service and strategic engagement.
• People Management: Serve as a player-coach by managing a team of junior advisors or support staff, providing mentorship, performance feedback, and professional development while continuing to lead client relationships and deliver exceptional advisory services.

• Work closely with internal teams, including investment analysts, client service professionals, and operations, to execute client strategies seamlessly.
• Organize and lead client meetings and phone conferences.
• Develop relationships with COIs to triangulate the team and better serve the client.
• Monitor client liquidity needs and daily account activity reports.
• Interact with third-party service providers (custodians, reporting providers, other advisors).
• Oversee documentation processes for account opening, investments, money movement, and account maintenance.
• Ensure all financial planning and investment activities comply with regulatory requirements and firm policies.
• Maintain client confidentiality and assist in identifying potentially fraudulent activity.

• 15+ years of relevant experience.
• CERTIFIED FINANCIAL PLANNER™ certification required.
• Experience with Microsoft Office (Excel, Outlook, Word).
• Experience with eMoney Advisor, Orion, and Salesforce.
• Experience working with Fidelity and Schwab.

• Client-Centric Mindset: Ability to maintain and strengthen client relationships.
• Strategic Financial Planning: Proficiency in investment management and financial strategy.
• Team Collaboration: Experience working closely with internal teams to deliver client solutions.
• Analytical Thinking: Ability to assess financial scenarios and develop strategic solutions.
• Attention to Detail: Accuracy in investment monitoring and financial planning.
• Time Management: Effectively prioritizing multiple responsibilities.
• Technology Proficiency: Familiarity with financial software and Microsoft Office.
• Regulatory Knowledge: Understanding of compliance and client confidentiality standards.
• Communication Skills: Strong written and oral communication abilities.
• Growth Oriented: Proactive engagement with clients, COIs and prospects.

• Must be able to remain in a stationary position 50% of the time.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.