Financial Planning Expert

2 weeks ago


Dinan, Bretagne, United States Spire Investment Partners, LLC. Full time

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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