Wealth Management Professional
4 weeks ago
ProSearch, a boutique wealth management firm based in Portland, Maine, is seeking an experienced Wealth Advisor to join their team as they continue to grow and expand their services.
This is a unique opportunity to join a firm with a strong support staff and a steady pipeline of new business coming in. The Wealth Advisor will be responsible for delivering investment management and financial planning services to existing and prospective clients, serving as a trusted advisor and providing actionable advice and guidance.
Key Responsibilities:
- Manage client accounts in accordance with investment objectives and company policies.
- Communicate and implement the company's investing philosophy and portfolio management strategies.
- Prepare and present market and portfolio updates to clients.
- Develop and present customized financial plans to clients.
- Meet with and onboard prospective clients through a consultative sales process.
- Support clients' financial planning needs by collaborating with external advisors.
- Work closely with Relationship Administrators to deliver exceptional client experiences.
Requirements:
- At least 3 years of experience in a financial or investment advisory role.
- College graduate with a minimum of an undergraduate degree.
- CFP certification required, or progress toward achieving CFP certification.
- Desired technological proficiency in Tamarac Reporting, Tamarac CRM, Tamarac Trading, MoneyGuide or eMoney Advisor, Microsoft Office, and Schwab/custodial trading platforms.
Benefits:
- Competitive salary based on experience.
- Eligibility for individual and team-based bonus programs.
- Comprehensive employee benefits package, including medical insurance, dental, short and long-term disability, life insurance, paid time off, volunteer time, sick and family leave, employer 401(k) match, and paid parking in downtown Portland.
ProSearch is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration without regard to race, creed, gender/sex, marital status, sexual orientation, citizenship status, color, religion, national origin, age, disability, veteran status, or any other status protected under local, state, or federal laws.
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