Financial Planning Specialist
4 weeks ago
At Core Ventures LLC, we are dedicated to providing exceptional financial services to our clients. Our team of experts specializes in creating tailored financial strategies that cater to each individual's unique needs and goals.
The Position:
We are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to work closely with our senior advisors, gain valuable experience, and develop a deep understanding of our clients' financial needs. This role is ideal for someone looking to grow their career and become a partner in our company.
Responsibilities:
- Developing and implementing personalized financial plans using our planning software eMoney
- Leading client meetings and presentations to ensure effective communication and understanding of our services
- Assisting with business development efforts to expand our client base and increase revenue
- Executing client trades and managing their investment portfolios
- Providing exceptional customer service and being a liaison between clients and third-party vendors
Qualifications:
- Experience as a Financial Advisor in a wealth management firm
- Bachelor's degree in Finance or a related field
- Series 65 license (required within 90 days of hire)
- CFP or CFA designation (preferred)
- CFP designation (required within 18 months of hire; company-sponsored)
Compensation and Benefits:
- Competitive compensation package
- Discretionary 401(k) contributions of up to 25% of compensation
- Medical, Vision, and Dental Insurance
- Company-paid continuing education and professional development
- Bonus opportunities based on performance and company success
- Paid time off (PTO)
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