Wealth Advisor

Financial Advisor with CFP needed for full-time position offering 100% employer paid and generous benefits package, competitive compensation, and an existing book of business! This is an excellent opportunity for those with 2+yrs of experience in Financial Services, Wealth Management, Investments or similar industry seeking an Account Management and Client Retention focused role vs Sales. Exciting time to join a growing firm and tenured team of professionals that have an excellent reputation. This role is offering remote flexibility, however; it is NOT FULLY remote. Training will be done on-site and Advisors are expected to be in-office as needed to best serve clients. ResponsibilitiesWork with clients and their family to develop and implement appropriate investment and financial planning goals and objectivesMonitor client accounts, and investment performance versus benchmarks, and develops insights for clients regarding key contributors and detractorsReviews portfolio issues (i.e., taxes, liquidity events, etc.) quarterlyManage investment transition for new clientsCommunicate and collaborates with the Investment Team regarding investment strategy and client portfolio structureProvide recommendations to individuals and family enabling them to fulfill their financial goalsIdentify insurance needs for clients and assess proper solutionsDiscuss estate planning and work with internal and external resources to meet estate planning goals of the client.Consultation with attorneys and accountants on financial, tax, and estate planningClient meeting planning, facilitation, and presentationCompliance with all industry rules and regulations and firm policiesQualificationsBachelor's degree from an accredited college or universityCFP preferred2+ years relevant experienceStrong organization, analytical, relationship building and communication skillsCompetence with industry software to include CRM, Portfolio Management system, MS Office, etc.