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Wealth Management Professional
2 months ago
About the Role:
We are seeking a highly skilled and experienced Wealth Management Professional to join our team at Financial Growth Partners. As a key member of our team, you will be responsible for providing exceptional service to our clients, growing and developing a book of high net worth investors, and driving loyalty and referrals.
Key Responsibilities:
- Grow, develop, and retain a book of high net worth investors by identifying value-added products and services, acquiring client assets, and developing additional business through referrals.
- Drive loyalty share of wallet and referrals from existing customers to cultivate outside acquisition opportunities.
- Analyze and plan broad investment strategy for wealth management customers, revising account objectives to meet client needs.
- Build meaningful relationships with clients to proactively manage their changing situations through life stages and generational wealth transfer.
- Provide thoughtful, relevant, and timely communications to clients.
- Partner and coordinate with a team of financial planning associates, insurance representatives, and service support staff.
- Demonstrate commitment to compliance with all regulatory requirements.
- Elevate the Financial Growth Partners' brand and wealth management offering in the competitive market.
Requirements:
- Must be a US citizen or permanent resident.
- Must live within FGP's territory.
- A four-year college degree (strongly preferred).
- Existing Series 7, 66, (or 63 and 65) and appropriate state insurance licenses.
- Superior interpersonal skills and face-to-face relationship-building abilities.
- No more than two broker-dealers in the last 10 years.
What We Offer:
- Tools and technology to help you gather, manage, and service clients.
- Development and training opportunities to support your educational needs.
- Tools and resources to market and grow your practice and communicate with clients.
- Mentorship and joint-work opportunities.
- Superior service and support.
- A competitive benefits package including a Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance, and more.
- Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
Compensation:
Experienced Financial Representatives in their first four years earn $90,000 to $100,000 per year on average, including first-year and renewal commissions; renewal commissions begin in year two.
