Financial Advisor

Established in 1977, Charter Capital Management, LLC is a Brookfield-based registered investment advisory firm providing wealth management and tax preparation services to individual clients. We are seeking a Financial Advisor with planning and investment management experience who is also willing to learn and assist with tax preparation during tax season.

Job Duties :

• Carry out planning, analysis, investment and other decisions that affect client relationships, consulting with the Lead Advisor on complex decisions as needed
• Prepare, review, and update financial plans, including working with clients to obtain the necessary information and ensure that it is accurately reflected in the plan
• Prepare client tax returns and tax estimates
• Coordinate the transfer of client assets to the firm during new client onboarding, working closely with the operations team
• Develop asset allocation strategies and work with the Lead Advisor or on her / his own to implement the strategy
• Rebalance portfolios as needed or as directed by the Lead Advisor working with the client
• Participate in client meetings and add value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information
• Create custom worksheets and analysis where needed to answer client questions or research investment opportunities
• Utilize the firm's CRM and reporting platform (Advyzon) to create reports, manage workflows, and track client meetings, activities and tasks
• Perform occasional administrative duties as needed to support small office, including preparing paperwork, placing trades, executing fund transfers, etc.
• Train entry-level positions as needed
• Grow existing client relationships by adding more assets under management, identifying opportunities for additional services and seeking referrals

Qualifications :

BENEFITS :

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE :

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements :

KESTRA VALUES :

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values : SERVE, MAKE IT HAPPEN, and ONE TEAM.