Financial Services Director
3 days ago
Highland Trust Partners offers a comprehensive compensation package that includes a base salary of $120,000 - $180,000 per year, plus attractive bonuses and benefits. Our team is comprised of experienced professionals who are committed to helping our advisors succeed.
About the Role:
This is an exceptional opportunity for a skilled Financial Advisor to join our team and contribute to the growth and success of our firm. As a Financial Advisor with Highland Trust Partners, you will be responsible for developing and implementing financial plans for our clients, providing exceptional service and support, and collaborating with our team to achieve our goals.
Key Responsibilities:
* Develop and implement financial plans for clients
* Provide exceptional service and support to clients
* Collaborate with the team to achieve our goals
* Stay up-to-date on industry trends and developments
* Participate in ongoing training and professional development opportunities
Requirements:
* 5+ years of experience in financial advising with an established book of business
* Strong understanding of financial planning, investment products, and market trends
* Excellent communication and interpersonal skills
* Ability to analyze complex financial information and communicate recommendations effectively
* Detail-oriented and able to work independently and as part of a team
* Strong computer skills (Excel, Word, LPL reporting systems, RedTail CRM)
* Adherence to HTP's core values and beliefs
* Ability to obtain the CFP designation
* Series 7 license preferred, but not required
* Ability to work towards CDFA
Our Company Culture:
We are a dynamic and supportive team that values collaboration, innovation, and excellence. We offer a flexible and inclusive work environment that encourages creativity, open communication, and mutual respect. Join us and become part of a team that is dedicated to making a positive impact in the lives of our clients and colleagues.
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