Producing Financial Planner

1 month ago

Wilmington, United States RiversEdge Advisors Full time
Job DescriptionJob DescriptionSalary: $75K Base with an 18 month break even on book transition

RiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Producing Financial Planner to join our team. We are a fee-based firm located right on the Christina River. The firm is seeking a new Client Service Associate to support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.com


Responsibilities include:

  • Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
  • Actively solicits new and existing financial planning and investments solutions from business owner, retiree, executive and young professional  client segment
  • Based on individualized needs analysis, collaborates with Financial Advisory team to create recommendations for customized financial solutions to current and potential customers.
  • Profiles clients and deliver recommendations to ensure these needs are met.
  • Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.
  • Delivers a diversified set of investment and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential clients.
  • Increases assets under management by offering planning and investment solutions to clients and leveraging partnerships with centers of influence and current clients.
  • Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
  • Follows firm process of regularly meeting with clients to make adjustments to strategies based on their current situation and goals.
  • Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.
  • Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
  • Understands and adheres to the company’s risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Completes other related duties as assigned.


Position Requirements:

  • Bachelor’s degree; preferably in business
  • Prior business development experience necessary (5+ years)
  • Must have or obtain appropriate investment licenses (within 90 days of hire)
  • Vast networking skills
  • Good written and verbal communication skills
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment
  • Familiarity with our current systems is a plus, but not required: RedTail, eMoney, Riskalyze, Schwab, Orion

 

Benefits:

  • The salary range for this position will be competitive with the market depending on experience and credentials
  • Competitive healthcare with company match to HSA
  • Ability to work remotely on an as-needed basis with manager approval
  • 401(k) after one year of employment
  • Personal and bereavement leave
  • Upbeat and lively working environment


A background and credit check will be required.  We are an Equal Opportunity Employer.

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