A unique opportunity to join a growing firm as an integral part of their legacy plan.

Summary: The Wealth Advisor manages existing client relationships, either working with a Senior Wealth Advisor or on their own. Wealth Advisors are mainly focused on servicing existing clients but will have some responsibility to develop new client relationships.

Duties and Responsibilities:

• Oversee and support staff in pre-client meeting preparation
• Monitor and follow-up with all action items from client meetings
• Assist with planning, analysis, and investments; consulting with senior advisor on complex issues
• Independently service existing clients and maintain strong relationships
• Grow existing relationships by adding more assets under management, identifying opportunities for more services and identifying referrals
• Develop new client relationships primarily from referrals of existing clients as well as by developing their own referral sources
• Strive to add $2,000,000 in NNA per year
• Prepare and update financial plans
• Prepare and present insurance cases
• Develop asset allocation strategies
• Evaluate, maintain and rebalance investment models
• Maintain relationships with investment partners
• Be open to a flexible work schedule which may include some evenings and an occasional weekend day.
• Other duties may be assigned.

Education/Experience:

• Bachelor’s Degree required from an accredited university and minimum of three years’ experience in a client facing role.

Certificates and Licenses:

• Must hold FINRA series 7, 66
• Insurance Licensed Preferred
• Has or desire to obtain CFP, CRPC, CIMA, or other advanced certification

Knowledge, Skills, and Other Abilities:

• Excellent written and verbal communication skills
• Superior service and interpersonal skills
• Advanced level computer skills; strong knowledge of Microsoft Office Suite
• Exceptional organizational skills; ability to multi-task in a dynamic environment
• Comfort with being a "team player" and doing whatever is needed, big or small
• Able to manage and get along with diverse personalities
• Professional appearance and demeanor

Salary and Benefits:

• $95,000 - $115,000 yearly salary range
• A bonus of 18% - 30% of yearly salary paid quarterly
• 401(k) match
• Healthcare benefits
• Paid Time Off (PTO)