Strategic Financial Advisor
4 weeks ago
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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