Wealth Management Professional
4 weeks ago
Role Overview:
We are seeking a skilled Wealth Management Advisor to join our team at Financial Growth Partners. As a key member of our team, you will be responsible for growing and developing a book of high net worth, complex investors by identifying value-added products and services for clients.
Key Responsibilities:
- Develop and implement comprehensive investment strategies for wealth management customers, analyzing and planning for their ongoing and evolving needs.
- Build and maintain meaningful relationships with clients, providing thoughtful and timely communications to ensure their changing situations are proactively managed through life stages and generational wealth transfer.
- Drive loyalty, share of wallet, and referrals from existing customers to cultivate outside acquisition opportunities, elevating the Financial Growth Partners' brand and wealth management offering in the competitive market.
- Partner and coordinate with a team of financial planning associates, insurance representatives, and service support staff to deliver exceptional client experiences.
- Demonstrate a commitment to compliance with all regulatory requirements, ensuring the highest standards of professionalism and integrity.
Requirements:
- Must be a US citizen or permanent resident.
- Must live within FGP's territory - D.C., VA, MD, DE, PA, WV.
- A four-year college degree (strongly preferred).
- Existing Series 7, 66, (or 63 and 65) and appropriate state insurance licenses.
- Superior interpersonal skills and face-to-face relationship-building abilities.
- No more than two broker-dealers in the last 10 years.
What We Offer:
- Tools and technology to help you gather, manage, and service your clients effectively.
- Development and training opportunities to support your educational needs, locally, virtually, and nationally.
- Resources to help you market and grow your practice, communicate efficiently with clients, and achieve your goals.
- Mentorship and joint-work opportunities to support your growth and success.
- A competitive benefits package, including a Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance, and more.
- Leadership and career development opportunities, including tuition reimbursement and continuing education opportunities.
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