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Senior Financial Advisor
4 months ago
Senior Financial Advisor Roles
The Senior Financial Advisor is the senior most member and leader of their advisory team, comprised of three to six advisors. They are responsible for growing Rhotopia’s client base and building thriving advisory teams. The Senior Financial Advisor is ultimately responsible for the results, advice, and advisory experience provided to their team’s clients.
Senior Financial Advisors hold primary responsibility for leading clients through the stages of our Financial Planning Process. They are called upon to serve clients at key crossroads and during particularly difficult times. The Senior Financial Advisor leads key firm initiatives and is assigned significant, ongoing firm responsibilities.
Specific responsibilities include:
- Driving firm growth through new client and advisor acquisition
- Leading an advisory team of three to six advisors
- Guiding clients through the life planning-focused stages of Rhotopia’s Financial Planning process
- Overseeing the quality of advice and care provided to assigned clients
- Contributing to overall firm leadership and advancement
Senior Financial Advisors are responsible for expanding the Rhotopia brand in their communities and spheres of influence.
Qualifications:
- Driven
- Coachable
- Competitive
- Resilient
- Strong Work Ethic
- Track Record of Leadership and Success
- People Orientated
- **Background in Finance or Financial Services is REQUIRED
Please Note: Unfortunately, we do not offer sponsorships for international candidates and cannot accept those with an OPT/CPT status.
We are committed to your success and will provide all of the following to help develop you:
- One-on-one strategic coaching
- Mentorship, peer group learning environment
- Virtual and in-person training
- Remote access to top resources and experts in the industry
- Marketing systems and capital
- Leadership advancement track
- Sponsorship for licenses and ongoing professional training
Benefits
- Flexible schedule
- Full Benefits (Health, Dental, 401K, Pension, Vision, HSA, Life, DI)
- Training Allowance
- Bonuses
- Company Sponsored Destination Trips World-Wide '
- We offer a hybrid work model. Candidates should expect to attend live in-person team meetings and training during the work week.
Compensation
Typical starting compensation for this position is $200-250K.
Successful Senior Financial Advisors are considered for partnership in the firm.
Experience and Licensure
Senior Financial Advisors typically have 10+ years of related experience. Additionally, all Senior Financial Advisors are required to have the following:
- Series 65
- Life and Health Insurance License
- CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
Job Type: Full-time
Work setting:
- In-person
- Office