Strategic Financial Advisor

4 weeks ago


Reston, Virginia, United States Claire Myers Consulting Full time

Claire Myers Consulting is seeking a highly skilled Strategic Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial guidance and leadership to our clients.

Key Responsibilities

  • Develop and maintain long-term relationships with clients, understanding their unique financial goals, needs, and preferences.
  • Collaborate with clients to evaluate their financial situation, develop tailored financial plans, and provide strategic advice to help them achieve their financial objectives.
  • Oversee and manage client investment portfolios, ensuring alignment with their goals and risk tolerance while optimizing for performance.
  • Conduct comprehensive risk assessments for clients, considering market conditions, economic factors, and individual risk profiles.
  • Stay informed about financial products, investment options, and market trends to offer clients relevant, up-to-date financial advice.
  • Clearly and effectively communicate complex financial concepts to clients, keeping them well-informed about their investments and strategies.
  • Address client concerns and resolve issues promptly, demonstrating a commitment to high client satisfaction and strong problem-solving abilities.
  • Ensure compliance with financial regulations, industry standards, and company policies to protect both clients and the firm.
  • Identify opportunities for business growth by acquiring new clients, cross-selling financial products, and expanding relationships with existing clients.
  • Stay current on industry developments, competitors, and market conditions to provide clients with valuable insights and informed recommendations.
  • Maintain accurate records of client interactions, financial plans, and investment decisions in compliance with regulatory requirements.
  • Collaborate closely with other departments (e.g., investment analysts, legal, and compliance teams) to ensure a comprehensive approach to client service.
  • Pursue ongoing professional development by staying informed about changes in financial markets, regulations, and industry best practices.

Qualifications

  • 8+ years of experience in Financial Services with deep knowledge of financial planning and wealth management.
  • Expertise in advising clients on all aspects of their balance sheet, including investment accounts, cash management, qualified plans, real estate, credit, and alternative investments.
  • Strong understanding of tax thresholds, taxation of different financial instruments, and strategies to optimize taxes.
  • In-depth knowledge of financial markets with a relentless drive to stay informed and continue learning.
  • Series 7, Series 66/63, and State Life & Health Insurance licenses required; unlicensed candidates will be considered but must obtain licenses within 120 days of employment.
  • Professional certifications such as CFP, CFA, CPA, J.D., or equivalent preferred. CFP is HIGHLY preferred.

Compensation

  • Base salary: $120,000 - $150,000
  • Total compensation: $150,000 - $200,000, including performance-based bonuses


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