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Financial Planning Professional

2 months ago

Wilmington, Delaware, United States RiversEdge Advisors Full time
Job Overview

RiversEdge Advisors, a reputable financial planning firm, is seeking a skilled Financial Planning Professional to support our continued growth and client relationships.

Key Responsibilities
  • Client Advisory: Provide expert advice-based financial solutions to an assigned book of business, utilizing a comprehensive needs analysis approach.
  • Business Development: Actively solicit new and existing financial planning and investments solutions from business owners, retirees, executives, and young professionals.
  • Collaboration and Recommendations: Work with the Financial Advisory team to create customized financial solutions for current and potential customers, based on individualized needs analysis.
  • Client Profiling and Delivery: Profile clients and deliver recommendations to ensure their needs are met, utilizing sales tools and modules to conduct analysis and offer advice.
  • Investment and Advice-Based Solutions: Deliver a diversified set of investment and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential clients.
  • Asset Growth: Increase assets under management by offering planning and investment solutions to clients and leveraging partnerships with centers of influence and current clients.
  • Financial Planning Services: Provide financial planning services by advising customers on the advantages and disadvantages of different product decisions in alignment with their individual needs.
  • Client Relationship Management: Follow firm process of regularly meeting with clients to make adjustments to strategies based on their current situation and goals.
  • Performance Metrics: Meet or exceed established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.
  • Referral Channel and Partnerships: Maintain and build referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
  • Regulatory Compliance: Understand and adhere to the company's risk and regulatory standards, policies, and controls, maintaining internal control standards and implementing external audit points as applicable.
Position Requirements
  • Education: Bachelor's degree; preferably in business.
  • Experience: Prior business development experience necessary (5+ years).
  • Licenses and Certifications: Must have or obtain appropriate investment licenses (within 90 days of hire).
  • Networking and Communication Skills: Vast networking skills, good written and verbal communication skills.
  • Teamwork and Adaptability: Team player, collaborative, able to work with and through others.
  • Desired Qualities: Desire/ability to work successfully in a small company environment.
  • System Familiarity: Familiarity with our current systems is a plus, but not required: RedTail, eMoney, Riskalyze, Schwab, Orion.
Benefits
  • Competitive Compensation: The salary range for this position will be competitive with the market depending on experience and credentials.
  • Healthcare and Retirement Benefits: Competitive healthcare with company match to HSA, 401(k) after one year of employment.
  • Remote Work Options: Ability to work remotely on an as-needed basis with manager approval.
  • Personal and Bereavement Leave: Personal and bereavement leave.
  • Work Environment: Upbeat and lively working environment.

A background and credit check will be required. We are an Equal Opportunity Employer.