Financial Advisor

4 days ago

Shelton CT United States Procyon Partners Full time

Procyon Partners – Relationship Manager/Financial Advisor – Hybrid


Overview: Procyon is a growing RIA seeking an additional experienced relationship manager to provide primary client coverage responsibilities for private clients that will be assigned to you. You will play a pivotal role in fostering strong and lasting relationships with our clients. This position is primarily focused on providing exceptional client service and support, ensuring their financial goals are met. You will collaborate closely with the firm's investment professionals and planning team to deliver comprehensive financial planning and investment solutions.


Work Modality – This role is ideally a hybrid position working from one of our offices Tues- Thur and remote on Mon and Friday.


Key Responsibilities:

Client Relationship Management:

·        Build and maintain strong relationships with existing clients as their lead advisor.

·        Proactively address inquiries and concerns in a timely and professional manner.

·        Coordinate with the Procyon investment team to deliver investment solutions

·        Collaborate with the Procyon Planning team to deliver bespoke financial plans

Client Service:

·        Delivering exceptional client service adhering to firm service standards

·        Conduct client reviews and log details in the CRM

·        Use the CRM system to coordinate with your assigned CSA to get client tasks completed

·        Manage client data and information accurately.

 Financial Planning Support:

·        Collaborate with financial planners to gather client information and analyze financial needs.

·        Assist in the preparation and presentation of financial plans and presentations.

·        Educate clients on financial concepts and strategies.

Team Collaboration:

·        Work effectively as part of a team to achieve common goals.

·        Contribute to a positive and supportive work environment.

Business Development

·        Your primary responsibility will be serving existing clients and not generating new business leads yourself.

·        The ability to add new services or gather new assets from assigned clients is expected.

·        Ideal candidates would be able to close new prospect leads that the firm provides from time to time.


Ideal Requirements:

·        Proven experience as a relationship manager/financial advisor in financial services.

·        A minimum of five years’ experience in a similar role

·        CFP® designation

·        Strong understanding of financial products and services.

·        Excellent communication and interpersonal skills.

·        Ability to build trust and rapport with clients.

·        Strong organizational and time management skills.

·        FINRA 7 licenses not required or supported

·        Proficiency in Microsoft Office Suite.


Total Rewards  

Procyon was built from the ground up with our clients and employees in mind. We work hard and want Procyon to be a great place to work. We pay a competitive salary, and an annual discretionary bonus based on the size of your responsibilities and success in achieving your goals. The bonus comprises both your individual target and a firm multiplier reflecting the firm’s goals. We provide a competitive benefits package including 401(k) with match, as well as medical, dental, and vision benefits along with four weeks’ vacation. We have shortened “summer hours” for the staff as well. The dress code is business casual with the occasional suit or equivalent needed for client meetings. We have quarterly town halls and frequent fun Procyon events. We will also reimburse high performing employees for pursuing approved advanced designations, such as the CFP.


About the firm - Procyon is a growing firm with over 50 employees across eight states. Our Registered Investment Advisor (RIA) manages over $7 billion dollars on behalf of over 1,300 private clients and institutions and we also have a vibrant employee benefits practice providing corporate benefits consulting services for over 70 companies. In addition, we are expanding our footprint in tax, insurance (personal and business), and trust services as well. The team is comprised equally of advisors, analysts, relationship managers, client service associates, consultants and business services professionals. While our original office is in Shelton CT, we also have physical offices in Melville NY, NYC, and Fulton MD. Please visit our website www.procoyonpartners.net for additional information.

Process- will review resumes and advance qualified candidates to an initial zoom interview. Successful candidates will have further in person meetings. We will fill the role when we find the right candidate.

 

 Offer Dependent Upon

·        US Work authorizations

·        Must pass the background check and any other applicable pre-employment tests

  • Second Chair Advisor

    5 days ago

    Westport, CT, United States Lead Advisor Full time

    Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.comOur client, an award-winning wealth management and planning practice in Westport, is hiring a Second Chair Advisor to continue to deliver first class service to their clients.The ideal...

  • Financial Advisor

    6 days ago

    Oxford, MS, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...

  • Financial Advisor

    5 days ago

    Reno, NV, United States Prime Capital Financial Full time

    Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and...

  • Financial Advisor

    2 days ago

    Austin, TX, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...

  • Financial Advisor

    4 days ago

    Wichita, KS, United States Prime Capital Financial Full time

    Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and...

  • Financial Advisor

    4 days ago

    Chicago, IL, United States STRIDE Financial Full time

    Job Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...

  • Financial Advisor

    6 days ago

    Alexandria, LA, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team at Southern Financial Group!You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...

  • Financial Advisor

    1 week ago

    Shelton, United States Procyon Partners Full time

    Procyon Partners – Relationship Manager/Financial Advisor – Hybrid Overview: Procyon is a growing RIA seeking an additional experienced relationship manager to provide primary client coverage responsibilities for private clients that will be assigned to you. You will play a pivotal role in fostering strong and lasting relationships with our clients. This...

  • Financial Advisor

    4 days ago

    Chicago, IL, United States Lakeshore Financial Group Full time

    Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Lakeshore Financial Group is expanding its team in Chicago and is looking for individuals interested in partnering with our business. We are looking for professionals who are not getting what they want out of their current job, whether that is...

  • Financial Advisor

    6 days ago

    Shelton, WA, United States Cetera Investment Services LLC Full time

    The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...

  • Financial Advisor

    4 days ago

    Albuquerque, NM, United States Prevender Financial Services, LLC Full time

    Our CompanyPrevender Financial Services, LLC was established in 2007 by Phil Prevender, CFP®. Phil career spans over 32 years in the industry. Along with his six other offices in New Mexico, the practice has over 150 years of combined experience in the financial services and wealth planning industry.Job SummaryWe believe that successful Financial Advisors...

  • Financial Advisor

    6 days ago

    Boca Raton, FL, United States Evershore Financial Group Full time

    ARE YOU…?…tired of working for “big box financial”?…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?…exhausted by making money for a large corporation with no equity to...

  • Senior Financial Advisor

    3 days ago

    Wexford, PA, United States Prudential Financial Full time

    Prudential Advisors is looking for an experienced financial advisor in the greater Wexford market that is interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:The ability to...

  • Associate Financial Advisor

    3 days ago

    Houston, TX, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Financial Advisor

    5 days ago

    Lawton, OK, United States First Command Financial Services, Inc. Full time

    4 out of 5 of our Advisors are veterans or military spousesHit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.Who we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are...

  • Senior Financial Advisor

    5 days ago

    Daytona Beach, FL, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our TeamYou've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you...

  • Financial Advisor

    7 days ago

    Saint Robert, MO, United States First Command Financial Services, Inc. Full time

    4 out of 5 of our Advisors are veterans or military spousesCheck you match the skill requirements for this role, as well as associated experience, then apply with your CV below.Who we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have...

  • Financial Planning Coordinator

    1 month ago

    Shelton, United States Barnum Financial Group Full time

    The FP Coordinator's primary responsibility is to act as the liaison between the Firm Financial Advisors, the Wealth Strategies Division’s Financial Planning team, and the home office. All requests are filtered through the coordinator to ensure consistency and effective communication throughout the process. Responsible for tracking, processing, and...

  • Financial Planning Coordinator

    3 weeks ago

    Shelton, United States Barnum Financial Group Full time

    The FP Coordinator's primary responsibility is to act as the liaison between the Firm Financial Advisors, the Wealth Strategies Division’s Financial Planning team, and the home office. All requests are filtered through the coordinator to ensure consistency and effective communication throughout the process. Responsible for tracking, processing, and...

  • Financial Advisor

    2 months ago

    Hartford, CT, United States Alera Group Full time

     Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base?  If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer...