Financial Advisor (Hiring Immediately)

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.ResponsibilitiesWork with wealth advisor team to provide comprehensive wealth management advice to high net worth clientsPrepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutionsCultivate and lead client relationships to ensure we are meeting and addressing client questions and needsEffectively work with your team and available resources in support of our clients, executing client requests and updating informationActive participant in obtaining new clients in partnership with strategic relationships and community networksCommitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associatesQualificationsBachelor's degree required5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experienceSeries 65, CFP or CFA requiredSkills & KnowledgeWealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planningPrevious experience with high net worth or ultra-high net worth clientsMastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)Highly effective interpersonal, relationship management and communication skillsDemonstrated talent development experience, training new staff, mentoring interns, etc.Excellent organizational and time management skills in a high energy environment to manage multiple prioritiesStrong attention to detailNote: All Wealth Advisors must have a clean U4 with no disclosures.#LI-SU1We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.