Associate Financial Advisor

1 week ago

Wellesley Hills, United States SFP Wealth Full time


Position Overview:

SFP Wealth, LLC is seeking a motivated Associate Financial Advisor to join our vibrant team and play an essential role in delivering exceptional service to our Wealth Management clients. This dynamic internal position (salaried) focuses on relationship management and client service, enabling the Associate Financial Advisor to collaborate with experienced advisors to provide personalized support for clients' long-term financial goals.


What the Role Offers:

  • Hands-On Experience: Engage directly with clients, gaining practical experience in managing their financial needs. This role offers the opportunity to build lasting client relationships while deepening your understanding of wealth management and financial planning.
  • Master Foundational Processes and Systems: Gain expertise in the firm's internal systems and procedures, including opening new accounts, handling account maintenance, and managing other key functions to ensure smooth client operations.
  • Skill Development: Develop essential skills in financial planning, investment strategies, and client relationship management.
  • Supportive Environment: Work in a collaborative atmosphere that promotes teamwork and knowledge sharing. Experienced advisors will offer mentorship and guidance, fostering both personal and professional growth.
  • Career Advancement: Numerous opportunities for advancement exist within the firm. SFP Wealth prioritizes the growth of its team members and is dedicated to supporting their career aspirations.


Key Responsibilities:

  • Engage in private client meetings, focusing on case note development and data collection to support personalized service and informed decision-making.
  • Provide service and support functions, including account creation and maintenance, cashiering, portfolio analysis, client outreach, scheduling review meetings, and project work.
  • Prepare comprehensive reports, such as retirement projections, cash flow statements, and balance sheets, for ongoing review meetings.
  • Monitor client account operations and transactions, ensuring compliance with regulatory standards and promptly addressing any issues.
  • Perform data entry and updates within firm software (Salesforce, eMoney, A360, etc.).
  • Assist in developing and delivering individualized investment and financial planning strategies, ensuring tailored solutions for each client. Build and nurture strong relationships with clients to understand their unique needs, ensuring a high level of satisfaction and trust.
  • Collaborate with team members to identify and implement improvements that enhance the client experience and streamline processes.


Ideal Candidate:

  • Excellent Communicator: Possesses strong interpersonal skills, allowing for effective communication and relationship-building with clients and team members.
  • Driven & Detail-Oriented: A strong desire to support clients with meticulous attention to detail, ensuring thoroughness and accuracy in all tasks, from administrative work to client interactions.
  • Team Player: Thrives in a collaborative environment and is eager to contribute to team success.
  • Adaptable Learner: Open to learning new skills and adapting to the evolving financial landscape.


Qualifications:

  • Bachelor’s degree in finance, Accounting, Economics, or a related field.
  • Minimum of 2 years of experience in financial planning, wealth management, or a related client-facing role.
  • Series 7, 63, and Life & Health certifications and CFP designation preferred
  • Strong understanding of financial products and regulatory guidelines.
  • Excellent organizational, communication, and interpersonal skills.
  • Self-directed with the ability to work independently and collaboratively within a team.

Take the Next Step in Your Career:

We’re looking for someone with experience in the financial industry who is eager to grow into an advisor role. If you're excited about advancing your career in a supportive, client-focused environment, we encourage you to apply.


About SFP Wealth:

SFP Wealth, LLC provides comprehensive financial planning, investment advisory, and business planning services. We take a client-centric approach, offering both Wealth Management and Corporate Retirement Plan services. Our distinctive service model, featuring multiple levels of team support, allows us to effectively and efficiently address the diverse needs of each client. We pride ourselves on fostering a supportive and collaborative work environment that values professional growth and development. Our inclusive company culture encourages personal growth through education, philanthropy, and social opportunities. We offer perks including a robust benefits package, summer hours, and access to office amenities that create a welcoming environment for our team.

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