Servicing Financial Advisor

2 months ago

Fort Wayne, United States Vestia Personal Wealth Advisors Full time
Job DescriptionJob Description

Are you a goal-oriented problem solver with a passion for helping physicians achieve their financial goals? If you enjoy collaboration, taking initiative, and love building strong relationships, we’d love to meet you Vestia Personal Wealth Advisors is a rapidly growing financial planning firm with primary locations in Nashville, TN, Fort Wayne, IN, and several team members in other locations across the country. Our Financial Advisors are coachable, lifelong learners with generous salaries and a path to partnership in the firm if desired

Job Summary:

The Servicing Financial Advisor has responsibility for managing existing client relationships and formulating and implementing financial advice, initially working in partnership with a more experienced financial advisor, and then progressing to managing client relationships on their own and function as relationship lead for those clients. Servicing Financial Advisors work closely with Client Service Administrators to provide a consistently exceptional client experience. Servicing Financial Advisors are expected to cultivate referrals from clients they serve but are typically not expected to drive outside business development. Usual hours are 40 hours per week during normal business hours (we do allow for flex time and some remote work with supervisor approval). From time to time, this position will require time outside of standard business hours to accommodate physicians’ busy schedules.

Primary Responsibilities Include:

  • Communicating regularly with assigned clients to provide ongoing advice and recommendations
  • Beginning to develop a niche expertise within the firm and practice groups within the firm to be ready for the lead financial advisor role
  • Preparing the financial planning recommendations and working with the rest of the team to oversee and help execute those recommendations
  • Participating in and/or conducting client meetings
  • Collaborating with team members from all service lines to best serve the client
  • Entering Data in financial planning or tax management software and ensuring the ongoing accuracy of this data
  • Implementing financial planning recommendations
  • Monitoring the financial plan and communicating with clients
  • Updating financial planning recommendations
  • Participation and thorough note taking in most client meetings as directed by more experienced financial advisors, tax specialists, or estate planning attorneys
  • Coordinating with Client Service Administrators around follow up needed after client meetings
  • Networking through various face to face and electronic means to build a base of business connections throughout the world
  • Functioning as a backup for Lead Financial Advisors
  • Maintaining confidentiality of client information
  • Completing any and all other duties as assigned
  • Ability to work with a flexible schedule including occasional evening client meetings and travel as necessary for the successful execution of firm business and off-site team retreats twice per year
  • Outstanding understanding or experience in financial services or a related field of professional expertise

Required Experience/Qualifications:

  • Bachelor's Degree or equivalent work experience (minimum required)
  • Series 65 License (or equivalent)
  • Life & Health Insurance License must be attained within 30 days of hire
  • Proficiency in Microsoft Office applications and proven ability to quickly learn other software applications as needed
  • Interpersonal skills, ability to move clients to action, outstanding time management, excellent written communication skills, and organizational skills
  • Must be located or willing to relocate to the Nashville area

Preferred Experience/Qualifications:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) training program or certification
  • 3 years financial industry experience or 5 years customer service or social sector experience (education, police, social work, etc.)
  • Experience with MoneyGuidePro, Salesforce, and Black Diamond or similar programs

Growth Path Next Steps Could Likely Include the Following:

  • Obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
  • Obtaining the Certified Private Wealth Advisor® (CPWA®) certification
  • Obtaining specialized niche training and/or certification
  • Promotion to Lead Financial Advisor after serving a minimum of 3 years in a servicing role. 

Benefits Include:

  • Health Insurance Plan
  • 401k and Profit-Sharing Plan
  • Success Sharing Bonus
  • Flex Time and Paid Time Off
  • Parental Leave Policy

Equal Opportunity is Real Here:

Team Vestia embraces diversity and equal opportunity as essential to the core of who we are. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better Team Vestia will be

Company DescriptionWho we are:
• Team Vestia oversees the financial well-being for nearly 500 of the nation’s highest caliber professionals
• We launched in January 2018 after purchasing a successful business from another company
• We manage nearly $800 million in investment assets
• We have offices in Nashville, Indianapolis, Omaha, Charleston, Los Angeles, and Fort Wayne
• Our team of 22 genuinely enjoys working with one another, and that’s important because we have much to accomplish

Who we need:
• Do you enjoy people?
• Do they enjoy you?
• Do you catch things other people tend to miss?
• Do you enjoy solving problems? Are you willing to go the extra mile to do what needs done?
• Most importantly, we need a quick learner or you’ll drown in this fast paced environment.

Why we exist:
• Our Mission: We help the highest caliber physicians achieve wealth that matters.
(Who cares if somebody has $10 million if they have no one to share it with?)

Our Values:
Give a Surplus - We put others first. When in doubt, we err on the side of giving excess of ourselves and our resources.

Never Let Them Guess - We ask questions, tackle issues, and own our work from start to finish. We communicate frequently and candidly, even when it's tough.

Raise Your Hand - We courageously seek opportunities that challenge us. We understand that growth occurs at the edge of our comfort zone.

Model "Wealth That Matters" - We value relationships over money. We build our legacies daily by being intentional with our time.

Fly the V Formation - We keep each other energized through support, encouragement, and celebration. We know we go furthest together and collaborate whenever possible.Company DescriptionWho we are:\r
• Team Vestia oversees the financial well-being for nearly 500 of the nation’s highest caliber professionals\r
• We launched in January 2018 after purchasing a successful business from another company \r
• We manage nearly $800 million in investment assets \r
• We have offices in Nashville, Indianapolis, Omaha, Charleston, Los Angeles, and Fort Wayne\r
• Our team of 22 genuinely enjoys working with one another, and that’s important because we have much to accomplish\r
\r
Who we need:\r
• Do you enjoy people?\r
• Do they enjoy you?\r
• Do you catch things other people tend to miss?\r
• Do you enjoy solving problems? Are you willing to go the extra mile to do what needs done?\r
• Most importantly, we need a quick learner or you’ll drown in this fast paced environment.\r
\r
Why we exist:\r
• Our Mission: We help the highest caliber physicians achieve wealth that matters.\r
(Who cares if somebody has $10 million if they have no one to share it with?)\r
\r
Our Values:\r
Give a Surplus - We put others first. When in doubt, we err on the side of giving excess of ourselves and our resources. \r
\r
Never Let Them Guess - We ask questions, tackle issues, and own our work from start to finish. We communicate frequently and candidly, even when it's tough. \r
\r
Raise Your Hand - We courageously seek opportunities that challenge us. We understand that growth occurs at the edge of our comfort zone. \r
\r
Model "Wealth That Matters" - We value relationships over money. We build our legacies daily by being intentional with our time. \r
\r
Fly the V Formation - We keep each other energized through support, encouragement, and celebration. We know we go furthest together and collaborate whenever possible.

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