Financial Advisor
4 weeks ago
Gaia Wealth Management is actively seeking a unicorn of a Financial Advisor to join our growing team. Our boutique wealth management firm is comprised of two fun, dedicated and compassionate people who care deeply about our clients and their financial lives. A successful candidate must embody our values of treating all people with respect, integrity, and delight.
Responsibilities & Activities:
Provide delightful service to current and potential clients through meetings, communication, and account support
Develop and maintain client relationships by understanding their financial needs and objectives Actively build and support the growth of the business
Prepare for client appointments and provide proactive follow-up accordingly
Conduct securities-related transactions and help steward clients wealth
Attend and actively participate in client events and activities
Continue and maintain up-to-date knowledge and training on all programs used for financial planning and research
Build trust and foster relationships
Knowledge, Skills & Abilities:
2+ years of experience as a Financial Advisor or similar role
Series 7, 66, Life and Health licenses required
Bachelors Degree desired but not required
CFP, CFA designations desired but not required
Familiarity with wills, trusts, and estate law
Exceptional attention to detail
Excellent attitude and demonstrates a team player mindset
Excellent organizational and time management skills
An ability to manage and organize multiple tasks
Excellent communication (oral and written), interpersonal, and presentation skills
Proficient with financial planning software and tools
Benefits include:
Annual and Quarterly Bonus
Flexible Schedule
401k plan with 4% match and profit sharing
Nespresso for Life
If you are a dedicated professional who enjoys helping individuals achieve their financial goals, looking to grow in a non-corporate environment, we would love to hear from you. Send an email to Julia at Gaia Wealth Management with your cover letter and resume to join our team as a Financial Advisor.
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