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Senior Wealth Management Consultant

2 months ago

Jos South, Plateau State, United States Camarda Wealth Full time

Position: Lead Financial Planning Advisor (CFP/ChFC) – Competitive Compensation & Benefits

Role Overview:

Camarda Wealth Advisory Group is in search of a Lead Financial Planning Advisor possessing CFP or ChFC & Series 65 for a full-time role. This position is designed for a dedicated professional who is passionate about guiding clients through their financial journeys.

Key Responsibilities:

  • Serve as the primary advisor, leading a team committed to delivering exceptional client wealth management services.
  • Provide comprehensive financial planning and portfolio management advice.
  • Respond promptly to client inquiries and requests.
  • Maintain ongoing advisory relationships with clients, focusing on their financial well-being.
  • Collect and update client financial information accurately.
  • Organize and ensure the completeness of relevant client documentation, including financial statements and investment portfolios.
  • Manage financial software to input and oversee client data.
  • Generate reports and analyses to support client meetings and discussions.
  • Conduct financial analyses encompassing portfolio, insurance, tax, estate, and retirement planning.

Professional Development:

  • Opportunity for paid education and career advancement in specialized areas such as management, advanced wealth strategies, and business development.
  • Receive mentorship from experienced professionals, enhancing your skills in advanced wealth management.

Long-Term Career Growth:

  1. Comprehensive orientation and ongoing training to build strong client relationships.
  2. Management of a client portfolio with support from paraplanners.
  3. Potential for advancement to executive roles or specialized planning positions.
  4. Partnership opportunities based on performance.

Qualifications:

  • CFP designation completed or nearing completion.
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
  • A minimum of 3 years of experience in financial services, preferably in a client-facing capacity.
  • Possession of Series 65 or Series 66 license.
  • Strong knowledge of investment solutions and financial planning strategies.
  • Proficiency in Microsoft Office Suite and experience with financial planning software.

Benefits:

  • 401(k) plan.
  • Comprehensive health, dental, vision, and life insurance.
  • Paid time off and professional development opportunities.
  • Tuition reimbursement for educational pursuits.

Compensation Structure:

  • Performance-based bonuses.
  • Incentives for client retention and referrals.
  • Profit-sharing opportunities.
  • Career bonus plan.