Senior Wealth Management Consultant
2 weeks ago
Position: Lead Financial Planning Advisor (CFP/ChFC) – Competitive Salary & Benefits
Role Overview:
Camarda Wealth Advisory Group is in search of a Lead Financial Planning Advisor holding CFP or ChFC & Series 65 for a full-time, on-site role. This position is integral to our Wealth Advisor Team, focusing on delivering outstanding service to our clientele.
Key Responsibilities:
- Serve as the primary advisor, leading a dedicated team committed to excellence in comprehensive wealth management.
- Deliver scheduled portfolio assessments and holistic financial planning guidance.
- Respond promptly to client inquiries and requests.
- Provide ongoing advisory services to clients, emphasizing a non-sales approach.
- Collect and update essential client financial information.
- Ensure accuracy and completeness of client data, including financial statements and investment portfolios.
- Manage financial software, including client data input and oversight.
- Maintain and update client profiles within the software system.
- Generate necessary reports and analyses to support client interactions.
- Conduct financial analyses encompassing portfolio management, insurance, tax, estate, and retirement planning.
Career Development Opportunities:
- Engage in paid educational tracks leading to advanced roles in management, wealth specialization, and business development.
- Receive mentorship from a team of experienced professionals, enhancing your skills in advanced wealth management.
- Participate in extensive training programs designed to familiarize you with client needs and advanced financial strategies.
Qualifications:
- CFP certification completed or nearing completion.
- Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline.
- A minimum of 3 years of experience in the financial services sector, preferably in a client-facing capacity.
- Possession of Series 65 or Series 66 license.
- Proficient knowledge of investment solutions and financial planning methodologies.
- Familiarity with financial planning software, particularly Money Guide Pro, is preferred.
Benefits:
- 401(k) retirement plan.
- Comprehensive health, dental, vision, and life insurance coverage.
- Generous paid time off policy.
- Professional development and coaching opportunities.
- Tuition reimbursement for educational advancement.
Compensation Package:
- Performance-based bonuses.
- Incentives for client retention and referrals.
- Profit-sharing opportunities.
- Career bonus plan.
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