Longwise Wealth Partners
Associate Financial Advisor
Longwise Wealth Partners, Vail, Colorado, United States, 81657
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Responsibilities:
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs.Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations.Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management.Serve as a collaborative team player willing to further development through continued training opportunities.Responsible for input of brokerage and advisory trading of client accounts.Prepare and deliver account opening documents, and insurance applications to clients.Service and maintain client accounts (Ownership/Beneficiary changes, rebalancing, etc.).Take client requests for deposits and distributions from accounts and execute them.Proactively communicate with Advisors regarding work in progress.Manage the financial planning process including data gathering, setting up the plan in the financial planning software, running various scenarios, and preparing the plan for presentation to the client.Respond to requests for service and troubleshoot service issues.Regularly prepare supporting materials and sample reports for clients.Answer inbound phone and email inquiries.Take clients through the insurance underwriting process and complete ongoing service for risk management.We expect the candidate to sit for and pass their Colorado Life & Health, SIE, Series 7, and Series 63 within their first 8 months of employment.Qualifications:
Valid FINRA Series 7 & 63/66 preferred but not required.Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients.Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential.A Bachelor’s degree in finance, business administration, or alternate related analytical field is required.Must be an above-average communicator with exceptional interpersonal skills.Must have an understanding of investments and general financial knowledge.Must have strong organizational and prioritization skills.Excellent follow-up and follow-through capabilities.Professional attitude, flexibility, demeanor, and appearance.Compensation:
$50,000 - $60,000
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Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs.Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations.Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management.Serve as a collaborative team player willing to further development through continued training opportunities.Responsible for input of brokerage and advisory trading of client accounts.Prepare and deliver account opening documents, and insurance applications to clients.Service and maintain client accounts (Ownership/Beneficiary changes, rebalancing, etc.).Take client requests for deposits and distributions from accounts and execute them.Proactively communicate with Advisors regarding work in progress.Manage the financial planning process including data gathering, setting up the plan in the financial planning software, running various scenarios, and preparing the plan for presentation to the client.Respond to requests for service and troubleshoot service issues.Regularly prepare supporting materials and sample reports for clients.Answer inbound phone and email inquiries.Take clients through the insurance underwriting process and complete ongoing service for risk management.We expect the candidate to sit for and pass their Colorado Life & Health, SIE, Series 7, and Series 63 within their first 8 months of employment.Qualifications:
Valid FINRA Series 7 & 63/66 preferred but not required.Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients.Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential.A Bachelor’s degree in finance, business administration, or alternate related analytical field is required.Must be an above-average communicator with exceptional interpersonal skills.Must have an understanding of investments and general financial knowledge.Must have strong organizational and prioritization skills.Excellent follow-up and follow-through capabilities.Professional attitude, flexibility, demeanor, and appearance.Compensation:
$50,000 - $60,000
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