Senior Wealth Management Consultant

2 weeks ago


Jos South, Plateau State, United States Camarda Wealth Full time

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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