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Wealth Management Advisor

2 months ago

Anchorage, Alaska, United States Claire Myers Consulting Full time

Claire Myers Consulting is seeking a qualified Wealth Management Advisor with under 5 years of experience in the financial services sector to become a vital part of our team. Our firm is committed to transforming the way value is delivered in the wealth management arena. We pride ourselves on fostering a supportive environment that emphasizes a healthy work-life balance. As a member of our team, you will enjoy mentorship, collaboration, access to an established client portfolio, opportunities for professional growth, comprehensive back-office support, and much more.

Key Qualifications

  • Certified Financial Planner (CFP or equivalent certification)
  • Strong analytical skills
  • Proven ability to build lasting client relationships
  • Dedication to ongoing professional development
  • Adherence to established processes
  • Self-motivated and results-oriented

Primary Responsibilities
  • Collecting and analyzing client information
  • Building and nurturing client relationships
  • Generating financial reports
  • Addressing client inquiries and challenges

Compensation and Benefits
  • Base salary ranging from $85,000 to $110,000
  • Incentive-based bonus structure
  • Health Reimbursement Account
  • 401(k) retirement plan with employer matching
  • Personal financial planning services