Financial Planner Recruiting, LLC
Wealth Management Advisor
Financial Planner Recruiting, LLC, Glastonbury, Connecticut, us, 06033
Job Description:
Our client is a fee-based boutique wealth management firm located in Glastonbury, CT. They are seeking a Wealth Management Advisor to join their team.
Qualifications
You're comfortable and confident creating financial plans that work for your client and walking the client through the implementation
You are fascinated by investment planning and want to learn more
You love being busy and thrive when you're juggling multiple plans and meetings
At least five years experience in wealth management/financial planning as client-facing lead advisor
Expertise in investment management will be particularly helpful
Bachelors degree in business, finance, or related field, or equivalent additional experience
Series 7, Series 63 and 65, or Series 66 registered and insurance licensed; CFP® or in progress
Extraordinary client service orientation; genuine interest in caring for clients
Strong math, basic accounting, research, and analysis skills
Professional oral and written communication skills
Ability to multi-task, prioritize, and manage time effectively
Pragmatic problem solver
Goal-oriented, self-motivated, and results-driven
Ability to work independently and as part of a small, collaborative team
Readiness to roll with changes and pitch in to do what needs to be done
At least 5 years experience in financial planning
Responsibilities
As a Service Advisor, you will manage a portfolio of client relationships, leading client meetings, the financial plan manufacture process, and ongoing maintenance
You will use the skills and experience you bring to immediately care for these clients and their families
At the same time, the Managing Partners will train and mentor you in our unique and advanced service offerings, empowering you to continually expand your expertise
Sales and business development are primarily Managing Partner functions
Your role with a new client is to facilitate a smooth hand-off from the Managing Partner, establish a trusting relationship, deliver the experience and phenomenal service
Coordinate the overall client engagement, financial plan manufacture process, and client communications
Lead client meetings, document decisions and action items, and coordinate follow-up with other staff and clients to ensure deadlines and quality control standards are met
Assemble materials for client meetings, including agenda, reviews, financial plans and programs, investment observations and recommendations, required data, and presentations
Investigate potential implementation strategies, insurance products, investment products, or other elements for inclusion in financial plans; present analysis and recommendations to Managing Partners
Coordinate plan manufacture activities with team resources for more complex plans, as needed
Ensure information and strategy are communicated to Managing Partners and team members as needed
Coordinate implementation of the plan with the team to ensure insurance/risk management and investment recommendations are brought to fruition
Regularly review client performance against the plan
Produce client recommendations, strategies, cash flow plans, road maps, and proposals
Stay current with market updates and relevant products
Benefits
We offer a competitive pay and benefits package with financial growth opportunity commensurate with your growing contribution to the firm
Pay: $80,000.00 - $120,000.00+, commensurate with experience, per year
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
8 hour shift
Bonus pay
Financial Planner Recruiting, LLC's policy is to not discriminate against any applicant for employment or any employee because of age, color, sex, disability, national origin, race, religion, or veteran status.
Required Skills:•Management
Our client is a fee-based boutique wealth management firm located in Glastonbury, CT. They are seeking a Wealth Management Advisor to join their team.
Qualifications
You're comfortable and confident creating financial plans that work for your client and walking the client through the implementation
You are fascinated by investment planning and want to learn more
You love being busy and thrive when you're juggling multiple plans and meetings
At least five years experience in wealth management/financial planning as client-facing lead advisor
Expertise in investment management will be particularly helpful
Bachelors degree in business, finance, or related field, or equivalent additional experience
Series 7, Series 63 and 65, or Series 66 registered and insurance licensed; CFP® or in progress
Extraordinary client service orientation; genuine interest in caring for clients
Strong math, basic accounting, research, and analysis skills
Professional oral and written communication skills
Ability to multi-task, prioritize, and manage time effectively
Pragmatic problem solver
Goal-oriented, self-motivated, and results-driven
Ability to work independently and as part of a small, collaborative team
Readiness to roll with changes and pitch in to do what needs to be done
At least 5 years experience in financial planning
Responsibilities
As a Service Advisor, you will manage a portfolio of client relationships, leading client meetings, the financial plan manufacture process, and ongoing maintenance
You will use the skills and experience you bring to immediately care for these clients and their families
At the same time, the Managing Partners will train and mentor you in our unique and advanced service offerings, empowering you to continually expand your expertise
Sales and business development are primarily Managing Partner functions
Your role with a new client is to facilitate a smooth hand-off from the Managing Partner, establish a trusting relationship, deliver the experience and phenomenal service
Coordinate the overall client engagement, financial plan manufacture process, and client communications
Lead client meetings, document decisions and action items, and coordinate follow-up with other staff and clients to ensure deadlines and quality control standards are met
Assemble materials for client meetings, including agenda, reviews, financial plans and programs, investment observations and recommendations, required data, and presentations
Investigate potential implementation strategies, insurance products, investment products, or other elements for inclusion in financial plans; present analysis and recommendations to Managing Partners
Coordinate plan manufacture activities with team resources for more complex plans, as needed
Ensure information and strategy are communicated to Managing Partners and team members as needed
Coordinate implementation of the plan with the team to ensure insurance/risk management and investment recommendations are brought to fruition
Regularly review client performance against the plan
Produce client recommendations, strategies, cash flow plans, road maps, and proposals
Stay current with market updates and relevant products
Benefits
We offer a competitive pay and benefits package with financial growth opportunity commensurate with your growing contribution to the firm
Pay: $80,000.00 - $120,000.00+, commensurate with experience, per year
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
8 hour shift
Bonus pay
Financial Planner Recruiting, LLC's policy is to not discriminate against any applicant for employment or any employee because of age, color, sex, disability, national origin, race, religion, or veteran status.
Required Skills:•Management