Senior Financial Advisor ID-13683

May 2, 2025

Job Description

Financial Advisor: Looking to hire an experienced Financial Advisor to create and nurture the long-term needs of firm clients, to manage client relationships. The primary responsibilities will be to prepare for and actively participate in client meetings, take notes, follow up on any action items, take ownership to manage client expectations and deliverables. Prepare financial plans, investment recommendations, and research clients' technical questions.

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Responsibilities

Engage directly with clients to understand their financial objectives and concerns; effectively manage the client relationship and show accountability for retention.
Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience
Prepare agendas for client meetings and ensure timely completion of post-meeting action items
Complete financial planning analyses and wealth management activities. Ensure client assets are invested in alignment with their risk tolerance and goals, coordinating with our trade team
Gather data from clients and analyze their current financial situation. Strategic development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation
Collaborate with the support team to deliver prompt and thorough client service
Work with clients’ other professionals, such as attorneys and CPAs, to provide holistic financial solutions
Develop relationships with Centers of Influence to obtain potential client referrals
Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services; proactively seek referrals from clients to generate new business
Maintain accurate records of client interactions and information in the CRM system

Job Type: Full-time

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

Benefits:

401(k) matching
Dental insurance
Health insurance

Work Location: In person

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