Financial Advisor
2 months ago
About Us
Spire Investment Partners, located in McLean, Virginia, is a dynamic financial services firm committed to providing exceptional advice and personalized solutions to our clients.
Job Description
We are seeking an experienced, client-focused Financial Advisor to serve our existing financial planning clientele. This role offers an ideal opportunity to apply your advisor capabilities and focus solely on our valued clients. As a Financial Advisor at Spire, you’ll have the chance to contribute to our collaborative team culture while enjoying excellent growth prospects.
Key Responsibilities
- Provide comprehensive financial planning services to existing high-net-worth clientele, including investment, retirement, and estate planning.
- Conduct financial analysis of clients’ situations and offer appropriate advice.
- Continuously manage and advise clients on personalized financial plans.
- Demonstrate leadership and provide guidance within our team.
- Collaborate effectively with other professionals and team members.
- Facilitate a smooth transition when coordinating with retiring advisors, eventually assuming the lead advisor role.
Qualifications
- Minimum of 4 to 5 years of experience in an advisor role.
- Securities licenses, including but not limited to Series 7 & 66 (or the equivalent of Series 65 & 63).
- Certified Financial Planner (CFP) certification or actively pursuing it.
- Advanced knowledge of financial planning.
- Strong communication skills, both verbal and written.
- Proactive approach to client relationship management.
- Professional appearance.
Compensation
- Starting salary range based on experience and capability
- Bonus structure tied to our value drivers.
- Comprehensive benefits package.
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