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![Saltmarsh, Cleaveland & Gund](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
2 months ago
Saltmarsh is currently seeking a strong
Financial Advisor
who is a leader and who wants to join a firm that fosters both personal and professional development and supports the drive for advancement. Our ideal candidate demonstrates a passion for excellence by taking pride in a quality work product, delivering legendary service to our clients while investing in relationships with their Saltmarsh family and clients alike.
The Financial Advisor is a sales role primarily focused on business development including internal and external marketing and sales activities and events. Generally acts as primary point of contact for client relationships, reviews, and financial planning. As appropriate, coordinates with other client advisors (CPA, attorney) on clients behalf.
Additionally, the Financial Advisor is a part of the firms leadership team and will be expected to seek leadership opportunities to enhance personal skills and eagerly participate in professional, community, civic, and social organizations.
Focused on relationship-building, partnering with specialists/resources, leveraging the firm to design sophisticated financial solutions for clients.
Confidently articulates firm’s investment philosophy and utilizes tools and resources to close new business based on annual predetermined goals
Manage and consistently completes planned engagements or projects in a timely manner
Takes the initiative to expand general and industry specific business advisory skills, and applies these to client situations
Readily demonstrates the ability to strengthen client relationships and identifying value-added solutions for clients
Relates firm products and services effectively to current clients
Develop strong internal partnerships to promote cross-referral opportunities and relationships
Demonstrates proficiency in onboarding new client relationships, placing trades and rebalancing portfolios
Shows interest in developing strong, positive relationships with key personnel within the client base
Clearly explains expected results, assumes responsibility and accountability of work of those supervised, and interacts with others in a manner that cultivates an environment of trust, respect, and fairness
Proven ability to be self-accountable to commitments and accepts responsibility for personal decisions & outcomes
Assists in selecting appropriate learning requirements and completes training timely
Requirements
Bachelor’s degree in finance, accounting or related field
Series 65 license or comparable license requirement
Related credentials such as CPA, CFA, CIMA
3-5 years of sales experience
Tax, Trust, Estate experience would be highly desirable, but not required
Prior supervisory experience required
Able to identify complex client issues and recommend creative solutions
Deliver legendary service by making each interaction with our clients stand out
Establish personal and networking relationships with clients, prospects, and referral sources through active involvement in industry, civic, and social clubs
Share knowledge with others to facilitate skill development and career advancement
Build and lead a team effectively to cultivate an environment of trust, respect, and fairness Excellent verbal and written communication skills
Strong organizational and interpersonal skills
Executes assignments of a confidential nature; requires ability to keep matters confidential
Saltmarsh, Cleaveland & Gund offers a rich benefits package. Some of the highlights include major medical, dental & vision insurance, generous PTO + firm paid holidays, sabbatical program, employer paid life insurance and long-term disability, firm paid CPE, 401k and profit-sharing plan.
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