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Certified Financial Consultant

2 months ago

Red Hook, New York, United States Advisor Launch Lab Full time

Wealth Management Advisor Role

Compensation Package: $80,000-$100,000 based on experience plus profit sharing opportunities

About Our Firm:

Advisor Launch Lab is a dedicated team collaborating with a specialized Registered Investment Advisor firm, situated in a picturesque region. We are currently in search of a skilled Wealth Management Advisor (CFP designation preferred) to enhance our client-oriented team.

Key Responsibilities:

  • Engage in client consultations and deliver comprehensive financial strategies
  • Guide clients through the financial planning journey
  • Develop cash flow analyses and detailed financial strategies
  • Execute financial plans and perform investment portfolio assessments
  • Collaborate with team members to monitor client progress and manage workflows

Required Qualifications:

  • 3-5 years of experience in financial services
  • Bachelor's degree in a relevant discipline
  • Familiarity with financial planning software such as eMoney and Money Tree
  • Possession of Series 65 or CFP certification
  • Excellent communication abilities
  • Eligibility to work in the United States
  • Successful completion of a background check

Employee Benefits:

  • Attractive salary with profit sharing plan
  • Two weeks of paid time off, 12 paid holidays, and 5 sick days
  • Company-sponsored life insurance and medical allowance

Application Process:

- Please submit a cover letter outlining your motivations for applying, experiences with challenging client scenarios, and salary expectations.

- Attach your resume as a single PDF document.

- Applications will be accepted until the position is filled.

For further inquiries, please reach out to our team via email.