Financial Advisor
2 months ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Min. 5 years of hands-on financial planning or similar professional experience in an investment, wealth management, environment
- Experience managing HNW clients (1-10m range)
- Experience with tax and estate planning.
- CFP or CRPC preferred or goal to obtain within 2 years.
- Comfortable with public speaking and hosting dinner seminars
- Experience with MoneyGuidePro, Nitrogen, Orion preferred
- Experience with custodians: Fidelity, Goldman Sachs, Schwab
- Knowledge of various asset classes: Stocks, Bonds, Alternatives, insurance products
- Knowledge of investment vehicles: Mutual Funds, ETFs
- Currently holds series 66 (63 & 65 in lieu of 66)
Qualifications
- Willing to work in the office, client-facing
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
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