Wealth Management Advisor
3 weeks ago
Our client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking a Jr. Advisor to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals while navigating their unique financial circumstances.
Key Responsibilities
- Client Relationship Support: Assist in building and maintaining strong relationships with first responder clients, offering support and guidance in their financial journey.
- Portfolio Assistance: Aid in monitoring and managing client investment portfolios to ensure they align with financial objectives and risk tolerance.
- Financial Planning Support: Collaborate with clients and senior advisors to develop comprehensive financial plans tailored to individual goals and needs.
- Communication Assistance: Support proactive communication efforts by helping to keep clients informed of relevant financial news and updates.
- Client Advocacy: Assist in addressing client concerns or questions regarding their financial plans or investment strategies, advocating for their interests.
- Compliance Support: Ensure adherence to regulatory requirements and internal compliance policies in all client interactions and recommendations.
- Team Collaboration: Work closely with senior advisors and support staff to deliver exceptional service and holistic financial solutions to clients.
- Learning and Development: Engage in continuous learning to stay informed about industry trends and best practices in wealth management.
Qualifications
- Bachelor's degree in Finance, Business Administration, or related field.
- Series 65 license required.
- Strong interest in pursuing CFP, CFA, or equivalent certification.
- Entry-level experience in wealth management or financial advisory role preferred.
- Basic understanding of investment products, financial markets, and wealth management principles.
- Excellent communication and interpersonal skills.
- Ability to prioritize tasks and thrive in a fast-paced, dynamic environment.
- Dedication to serving the unique needs and interests of first responder clients with integrity and professionalism.
Compensation
- $60,000 with bonus opportunity
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