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Lead Advisor

2 months ago

Cleveland, United States Signature Estate & Investment Advisors, LLC Full time
Job DescriptionJob Description

JOB TITLE: Advisor

EMPLOYER: Signature Estate & Investment Advisors

DEPARTMENT: Advisor

REPORTS TO: Advisor

EFFECTIVE DATE: 7/5/2024

SUMMARY: This position is responsible for providing financial planning and investment advice to clients, helping them to achieve their financial objectives. This role involves assessing clients' financial situations, developing customized financial plans, and recommending appropriate financial products and services. The ideal candidate will have strong analytical skills, excellent communication abilities, and a deep understanding of financial markets and products.

DUTIES AND RESPONSIBILITIES:

  • Collaborate with team members to develop and implement effective financial strategies and ensure the consistent delivery of high-quality services.
  • Conduct comprehensive financial planning for clients, including retirement planning, estate planning, tax planning, and risk management.
  • Analyze clients' financial information to determine strategies for meeting their financial goals.
  • Develop and present customized financial plans and investment strategies.
  • Monitor clients' financial status and provide regular updates and recommendations.
  • Build and maintain strong client relationships through regular communication and follow-up.
  • Stay informed about market trends, economic conditions, and new financial products.
  • Comply with all regulatory requirements and company policies.
  • Provide exceptional customer service and ensure client satisfaction.
  • Participate in networking and community events to attract new clients.

SUPERVISORY RESPONSIBILITIES:

  • None

QUALIFICATIONS:

  • 2-5 years experience as an Advisor.
  • Bachelor's Degree (BA) from four-year college or university.
  • FINRA licenses held in good order Series 7, 66 (or equivalent)
  • Professional designations held in good order applicable to roles and responsibilities. Designations may include: CERTIFIED FINANCIAL PLANNER™ (CFP®) administered by the Certified Financial Planning Board of Standards, Inc., Chartered Financial Consultant (ChFC) administered by the American College, or Certified Financial Analyst (CFA) (or equivalents).
  • Computer skills required: Spreadsheet Software (Excel); Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint) and Adobe software.

COMPETENCIES:

  • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
  • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
  • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
  • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
  • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
  • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
  • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
  • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
  • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
  • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
  • Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
  • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
  • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
  • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
  • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
  • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
  • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.