Financial Advisor

2 weeks ago


Columbus, Ohio, United States Vaco Full time
Job Summary

Vaco is seeking a highly skilled Financial Advisor to join our team in Franklin, TN. As a key member of our financial services team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with high-net-worth clients, understanding their financial objectives and providing tailored advice to help them achieve their goals.
  • Financial Planning: Create and implement comprehensive financial plans, including investment strategies, retirement planning, estate planning, and risk management.
  • Portfolio Management: Monitor and manage client portfolios, ensuring alignment with their financial objectives and risk tolerance.
  • Market Research: Stay informed about market trends, economic conditions, and regulatory changes to provide informed advice to clients.
  • Team Collaboration: Collaborate with internal teams, including research, compliance, and operations, to deliver exceptional client service.
  • Business Development: Identify and pursue new business opportunities to expand our client base.
Requirements
  • Education: Bachelor's degree in Finance, Economics, Business, or a related field. Advanced degree or certification (e.g., CFP, CFA, CPA) is required.
  • Experience: Minimum of 10 years of experience in financial advisory or wealth management roles, with a focus on high-net-worth clients.
  • Skills: Proven track record of client acquisition and retention, with a demonstrated ability to grow a book of business. Deep knowledge of financial planning principles, investment management, and tax strategies. Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients.
  • Technology: Proficiency in financial planning software, Salesforce, and Microsoft Office Suite.
Culture and Benefits

Vaco values a diverse workplace and is committed to providing a comprehensive benefits package, including competitive salary, bonus structure, and opportunities for professional growth and development.



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