Financial Advisor CFP

Financial Advisor With CFP

We are looking for a financial advisor with a CFP for a full-time position offering 100% employer paid and generous benefits package, competitive compensation, and an existing book of business. This is an excellent opportunity for those with 5+ years of experience in financial services, wealth management, investments or similar industry seeking an account management and client retention focused role vs sales. Exciting time to join a growing firm and tenured team of professionals that have an excellent reputation. This role is offering remote flexibility, however; it is not fully remote. Training will be done on-site and advisors are expected to be in-office as needed to best serve clients.

Responsibilities

• Work with clients and their family to develop and implement appropriate investment and financial planning goals and objectives
• Monitor client accounts, and investment performance versus benchmarks, and develop insights for clients regarding key contributors and detractors
• Review portfolio issues (i.e., taxes, liquidity events, etc.) quarterly
• Manage investment transition for new clients
• Communicate and collaborate with the investment team regarding investment strategy and client portfolio structure
• Provide recommendations to individuals and family enabling them to fulfill their financial goals
• Identify insurance needs for clients and assess proper solutions
• Discuss estate planning and work with internal and external resources to meet estate planning goals of the client
• Consultation with attorneys and accountants on financial, tax, and estate planning
• Client meeting planning, facilitation, and presentation
• Compliance with all industry rules and regulations and firm policies

Qualifications

Flexible work from home options available.

Compensation : $125,000.00 - $175,000.00 per year