Senior Wealth Advisor

3 weeks ago

New York, United States Mitlin Financial, Inc® Full time

Are you an Advisor seeing a place to strive? This role will allow you to provide exceptional service to the families you serve while also cultivating new relationships. WHO WE ARE: Mitlin Financial Inc, a growing wealth management firm, is seeking an Advisor to assist in our mission of helping those we serve achieve their financial goals while finding JOY in the journey. This is the chance for an experienced Advisor seeking to play a key role in the future success of our fast-growing organization Become a member of one of the most respected teams in the wealth management industry. Mitlin Financial’s Founder was named a Top Financial Advisor in 2021, 2022, and 2023 by Investopedia and is consistently featured in the media. We are more than a firm, we are a family of those we serve and our stakeholders. If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you WHAT TO EXPECT: Provide education to clients about the purpose and details of financial products, services, and strategies. Yes, you read that right, we lead with education Promote established investment models, strategies suitable for our targeted clients, and planning services. Adhere to all company and industry supervisory guidelines and policies. Utilize access to a top-notch tech stack to provide exceptional service Review investment products currently held in clients’ accounts and reallocate to the appropriate model to help clients meet their financial objectives Collaborative working environment with stakeholders including compliance Participate in firm meetings, training, and client events Maintain all continuing education requirements of a wealth advisor plus required training elements Participate in community outreach, networking, and marketing activities to drive new business opportunities. We provide a host of marketing materials to assist with this Leverage centers of influence to extend the referral network Build and maintain relationships with the families you serve while also cultivating new relationships WHAT YOU NEED: A genuine interest in serving and caring for other people Excellent interpersonal and communication skills Demonstrate exceptional active listening skills while providing education to those you serve as well as prospective new families Excellent attitude and an extraordinary client service orientation Excellent organizational and time management skills Desire to collaborate with external stakeholders such as Estate Planning Attorneys, Accountants, and other professionals Track record of successful business development Experience with Salesforce or other CRM Understanding of financial planning software such as MoneyGuide and Holistiplan Ability to handle multiple tasks and priorities simultaneously 11 to 15years of investment advisory experience Confidence you can transition $20M plus in AUM Bachelor's degree or higher No Reported Disclosures Certified Financial Planner (CFP® ) or other designation is highly preferred COMPENSATION Base Salary, incentive compensation, benefits package including health care and 401(k) with matching, the potential for career growth, and a great working environment This role offers the potential for career growth and a great working environment. This is your chance to play a key role in the continued success of Mitlin Financial. Our culture is fast-paced, motivational, and focused on JOY and healthy living. Smokers need not apply. For more information about Mitlin Financial, please visit our website at mitlinfinancial.com We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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