Financial Planning Expert
2 weeks ago
About Us
Spire Investment Partners, LLC. is a dynamic financial services firm dedicated to delivering exceptional advice and personalized solutions to our valued clients.
Job Description
We are seeking a seasoned, client-focused Financial Advisor to serve our existing financial planning clientele. This role offers an ideal opportunity to apply your advisor capabilities and focus solely on our high-net-worth clients. As a Financial Advisor at Spire, you'll have the chance to contribute to our collaborative team culture while enjoying excellent growth prospects.
Key Responsibilities
- Deliver comprehensive financial planning services to our existing high-net-worth clientele, including investment, retirement, and estate planning.
- Analyze clients' financial situations and offer appropriate advice to meet their needs.
- Develop and manage personalized financial plans for our clients.
- Exhibit leadership and provide guidance within our team.
- Collaborate effectively with other professionals and team members to achieve our goals.
- Ensure a smooth transition when coordinating with retiring advisors, eventually assuming the lead advisor role.
Qualifications
- Minimum of 4 to 5 years of experience in an advisor role.
- Securities licenses, including Series 7 & 66 (or the equivalent of Series 65 & 63).
- Certified Financial Planner (CFP) certification or actively pursuing it.
- Advanced knowledge of financial planning.
- Excellent communication skills, both verbal and written.
- Proactive approach to client relationship management.
- Professional appearance.
Compensation
- Starting salary range based on experience and capability.
- Bonus structure tied to our value drivers.
- Comprehensive benefits package.
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