Financial Services Professional

5 days ago

Owensboro, Kentucky, United States TalentWealth Full time
Financial Advisor Opportunity

TalentWealth Recruiting is assisting an independent wealth management team in Owensboro, KY in finding a sharp, motivated, and detail-oriented Financial Service Advisor to join their team.

The Financial Service Advisor will work with the Advisory team on all aspects of wealth management, including managing client relationships, identifying and meeting client needs, and supporting the implementation of financial plans.

Key Responsibilities:
  • Support the Senior Advisor in developing and enhancing existing client relationships.
  • Act as a key point of contact for clients on non-administrative requests and needs.
  • Assist with and attend client meetings and discussions on investment strategy, account performance, and market developments.
  • Prepare client meeting materials, including financial planning, asset allocation, and investment performance reports.
  • Work with the Senior Advisor and Operations Team to follow up on outstanding items from client meetings.
  • Assist in the execution of client recommendations.
  • Assist the Senior Advisor in evaluating client financial strategies and decisions by conducting financial analyses on investment, tax, estate, and financial planning topics.
  • Manage cash activity and money movement for client cash reserve accounts.
  • Assist the Client Advisory team as needed.
  • Provide quarterly and ad-hoc performance reports for advisors.
  • Manage workflow and prioritize projects.
  • Monitor the team's client service model.
Requirements:
  • Bachelor's degree or higher.
  • FINRA series 7, 66 (or 65,63).
  • Certified Financial Planner designation a plus.
  • Experience with goals-based planning software a plus.
  • Excellent interpersonal, communication, presentation, and listening skills.
  • Ability to understand and explain sophisticated financial concepts and issues.
  • Strong problem-solving skills.
  • Detail-oriented, accurate, organized, able to set priorities, self-starter.
  • Financial planning/wealth management acumen, judgment, and experience.
  • Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry.
  • Team player, collaborative, able to work with and through others.
  • Desire/ability to work successfully in a small company environment.
  • Proficiency with Word, Excel, and PowerPoint.

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