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Senior Financial Advisor

2 months ago

Reno, Nevada, United States NFP Full time
About the Role

We are seeking a highly skilled and experienced Senior Financial Advisor to join our team at NFP. As a key member of our wealth management team, you will be responsible for providing exceptional financial planning and investment advice to our clients.

Key Responsibilities
  • Lead and/or support other advisors in the management of client engagements.
  • Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience.
  • Execute investment and planning activities, including rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.
  • Actively service client accounts by performing and/or coordinating administrative tasks, such as tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.
  • Initiate and field client calls on various topics and miscellaneous requests.
  • Assist with the development of client financial plans using financial planning software and present results and solutions to clients.
  • Monitor client investments, review performance, and suggest changes to client portfolios as appropriate.
  • Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities.
  • Create proposals for prospective clients.
  • Coordinate with clients' attorneys, accountants, and other professionals as needed.
  • Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
Requirements
  • CFP designation required.
  • Minimum 5 years of wealth management experience.
  • Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience.
About NFP

NFP is a leading provider of wealth management and financial planning services. We are committed to fostering an inclusive work environment that values diversity as a fundamental asset. Our team is dedicated to providing exceptional service to our clients and helping them achieve their financial goals.