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Financial Planning Specialist

1 month 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 clients.

Job Overview

We are seeking an experienced, 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 valued clients.

Key Responsibilities

  • Provide comprehensive financial planning services to existing high-net-worth clientele, including investment, retirement, and estate planning.
  • Conduct financial analysis of clients' situations and offer appropriate advice.
  • Continuously manage and advise clients on personalized financial plans.
  • Demonstrate leadership and provide guidance within our team.
  • Collaborate effectively with other professionals and team members.
  • Facilitate 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 but not limited to Series 7 & 66 (or the equivalent of Series 65 & 63).
  • Certified Financial Planner (CFP) certification or actively pursuing it.
  • Advanced knowledge of financial planning.
  • Strong 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.