Longwise Wealth Partners
Lead Financial Advisor
Longwise Wealth Partners, Vail, Colorado, United States, 81657
A Lead Financial Advisor position is available at Longwise in Vail, CO, US.
The role involves being part of a client services team and focusing on developing and retaining clients through financial planning advice. Seeking an individual who excels in a team setting and can deliver exceptional client service.
The Lead Financial Advisor at Longwise is expected to generate new business through client referrals and represent the firm in various business development activities. Acting as an ambassador for the firm and participating in sponsored events to expand business channels is a key aspect of the role in Vail, CO, US.
Compensation:$100,000 - $250,000
Responsibilities:
Conduct client meetings in Vail, CO to gain insights and provide guidance on client financial needs.
Implement our client service model effectively to enhance client experience in the Vail area.
Manage primary client relationships and advisory responsibilities for a dedicated group of clients in Vail, CO.
Devote 25-30% of your time to generating new business and referrals within the Vail community.
Participate actively in key operational and strategic planning teams in Vail, CO.
Demonstrate a successful track record of client retention and the ability to grow a client portfolio in the Vail region.
Utilize and expand an existing network of referrals specific to the Vail, CO area.
Qualifications:
The ideal candidate for the Lead Financial Advisor position in Vail, CO, US should have 1-5 years of previous work experience in the financial services industry, with a preference for client-facing roles.
A BA/BS Degree is required for this position, with a strong preference for a background in Finance.
Preferred qualifications include CFP, CFA, or MBA certifications.
Series 7/63 & life and health certifications are required within 6 months of employment.
The candidate must possess a strong understanding of investments, financial planning, and general finance knowledge.
Being a good relationship builder is a key requirement for this role.
Upholding high ethical standards and a commitment to compliance with regulatory requirements is essential.
The ability to communicate complex financial information clearly and effectively to clients is a crucial skill for this position.
About Company:Longwise Wealth Partners is a multi-generational wealth management practice in Lakewood & Vail Valley Colorado. We provide integrated financial planning for over 500 high-net-worth clients nationwide. Our team's mission is to build confidence while reducing financial anxiety. We are currently a team of 12 and are positioned for rapid growth in the near future. Our team values are diligence, authenticity, providence, and joy, and we live these values in everything we do.
Our team enjoys frequent interaction and collaboration with each other. We are continually looking for ways to grow and develop our practice and each other through professional coaching, team retreats, and other outings.
A Longwise team member has the following characteristics: Grit, Vulnerability, Entrepreneurial, Passion, and Generosity.
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The role involves being part of a client services team and focusing on developing and retaining clients through financial planning advice. Seeking an individual who excels in a team setting and can deliver exceptional client service.
The Lead Financial Advisor at Longwise is expected to generate new business through client referrals and represent the firm in various business development activities. Acting as an ambassador for the firm and participating in sponsored events to expand business channels is a key aspect of the role in Vail, CO, US.
Compensation:$100,000 - $250,000
Responsibilities:
Conduct client meetings in Vail, CO to gain insights and provide guidance on client financial needs.
Implement our client service model effectively to enhance client experience in the Vail area.
Manage primary client relationships and advisory responsibilities for a dedicated group of clients in Vail, CO.
Devote 25-30% of your time to generating new business and referrals within the Vail community.
Participate actively in key operational and strategic planning teams in Vail, CO.
Demonstrate a successful track record of client retention and the ability to grow a client portfolio in the Vail region.
Utilize and expand an existing network of referrals specific to the Vail, CO area.
Qualifications:
The ideal candidate for the Lead Financial Advisor position in Vail, CO, US should have 1-5 years of previous work experience in the financial services industry, with a preference for client-facing roles.
A BA/BS Degree is required for this position, with a strong preference for a background in Finance.
Preferred qualifications include CFP, CFA, or MBA certifications.
Series 7/63 & life and health certifications are required within 6 months of employment.
The candidate must possess a strong understanding of investments, financial planning, and general finance knowledge.
Being a good relationship builder is a key requirement for this role.
Upholding high ethical standards and a commitment to compliance with regulatory requirements is essential.
The ability to communicate complex financial information clearly and effectively to clients is a crucial skill for this position.
About Company:Longwise Wealth Partners is a multi-generational wealth management practice in Lakewood & Vail Valley Colorado. We provide integrated financial planning for over 500 high-net-worth clients nationwide. Our team's mission is to build confidence while reducing financial anxiety. We are currently a team of 12 and are positioned for rapid growth in the near future. Our team values are diligence, authenticity, providence, and joy, and we live these values in everything we do.
Our team enjoys frequent interaction and collaboration with each other. We are continually looking for ways to grow and develop our practice and each other through professional coaching, team retreats, and other outings.
A Longwise team member has the following characteristics: Grit, Vulnerability, Entrepreneurial, Passion, and Generosity.
#J-18808-Ljbffr