Financial Services Professional

4 weeks ago

Gaithersburg MD USA, United States OneDigital Full time

At OneDigital, we're on a mission to help people do their best work and live their best lives. Our team is dedicated to providing exceptional client experiences and driving business results through strategic relationships and innovative solutions.

We're seeking a talented Financial Services Professional to join our team as an Investment Advisory Expert. In this role, you'll develop and maintain client relationships, understand client needs, and deliver tailored financial planning solutions. You'll also serve as a resource for clients with complex wealth management needs and financial planning solutions, leveraging your technical knowledge and competency in investment management, retirement, and financial planning.

Key Responsibilities:

  • Develop and manage client relationships through referrals and new business development activities
  • Earn clients' trust by understanding their needs, providing targeted advice, and delivering exceptional client experiences
  • Advise clients on wealth management, including asset allocation, investment management, and wealth planning
  • Serve as a resource for clients with complex wealth management needs and financial planning solutions
  • Exhibit technical knowledge and competency in investment management, financial planning, retirement plan management, and conducting retirement plan participant education meetings
  • Develop leads through working with existing plan clients, educational efforts, networking, and client referrals. Convert leads to wealth management clients. Meet annual sales goals by advancing prospects through the opportunity pipeline to close business.
  • Work closely with Senior Vice President - Investment Advisory Services to understand the investment philosophy and ensure clients receive the best investment solutions
  • Meet with clients regularly to ensure investments align with client goals, risk tolerances, and personal situations
  • Prepare comprehensive financial plans based on client inputs and related documentation. In collaboration with Senior Vice President, present financial plan to client; maintain plan over time
  • Work in conjunction with the service team on day-to-day service activities
  • Support business development efforts of the Senior Vice President -- Investment Advisory Services which may include events, campaigns, prospect meetings, and proposals
  • Advise retirement plan clients on all aspects of their retirement plan programs, from design, to implementation, to maintenance.
  • Assist in developing quarterly reports, scorecard materials, and due diligence efforts for retirement plan clients
Requirements:
  • Strong analytical, communication, and interpersonal skills
  • Entrepreneurial spirit coupled with an ability to thrive in a team-based and collaborative environment
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrated client focus, business development, and relationship management skills
  • Self-motivated with a commitment to excellence and a high level of integrity
  • Proven ability to build a multi-million dollar book of business with high-net-worth individuals
Education, Training, and Experience:
  • Bachelor's Degree required
  • Licensed as an IAR (investment advisor representative), Series 65 or 66
  • Professional designations: CFP, or working towards it, preferred
  • Knowledge of MoneyGuidePro and related financial planning processes
  • Knowledge of Salesforce
  • Experience working with high-net-worth individuals and retirement plan sponsors

Base pay is dependent on skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on individual performance and/or company performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit:

Thank you for your interest in joining the OneDigital team.

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