Service Financial Advisor

2 weeks ago

Alpharetta, United States Kestra Holdings Full time

At Oxygen Financial, our mission is simple. Help our clients breathe easier® about life. Since 2008, we've helped thousands of families across America build a leaner budget, a fatter wallet, and a bigger net worth. It's simple... we do the heavy financial lifting, and our clients get more time to enjoy life

The Service Financial Advisor, Private CFO™ will manage existing client relationships, formulate and prospect new clients, implement advice while strengthening the client relationship by developing financial planning and investment management recommendations.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute each essential duty satisfactorily.

  • Responsible for all planning, analysis, investment and other decisions that affect the client relationship. Consults with Managing Directors and team on complex cases.
  • Grow existing relationships by adding more assets under management, identifying opportunities for more services and identifying referral synergies to help drive growth in the practice.
  • Develop new client relationships and add new clients primarily from referrals of existing clients as well as developing your own referral sources.
  • An experienced professional who independently services existing clients and maintains strong relationships with current and future clients.
  • Specific advisory work may include but is not limited to:
  • Preparing financial plans
  • Preparing and presenting insurance cases
  • Developing asset allocation strategies and investment policy statements
  • Rebalancing portfolios
  • Advising clients on appropriate financial products given their plan
  • Researching investments
  • Other duties and responsibilities as assigned.
KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities.
  • Ability to work in a team environment while closing warm prospective clients.
  • Complete knowledge of financial planning products and services.
  • Thorough understanding of investment and financial planning strategies for high net worth clients
  • Ability to maintain confidentiality and exercise discretion.
  • Individual must also possess good organizational skills, efficiency skills, and communication skills, both verbal and written.
  • Attention to detail.
  • Commitment to professionalism, accountability, customer focus, and teamwork.
SUPERVISORY RESPONSIBLITIES: None

EDUCATION AND/OR EXPERIENCE:
  • Bachelor's degree in finance or related field
  • Minimum 2 years of direct industry/client facing experience
CERTIFICATES, LICENSES, REGISTRATION:
  • FINRA Series 7 and 66 (or 63 and 65) required
  • Life, Health & Variable Insurance Licenses
  • CERTIFIED FINANCIAL PLANNER™ certification preferred
BENEFITS

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).

DISCLOSURE

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

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