The Encompass Group is partnering with a well-established registered investment advisory (RIA) firm, founded in 2002. This firm is known for its family-oriented, people-first culture and its commitment to providing comprehensive financial services to high-net-worth individuals. Clients include executives, entrepreneurs, doctors, established professionals, and private equity investors. The firm specializes in a range of services, including corporate benefits, education planning, tax planning, insurance, estate planning, retirement planning, and charitable giving.

Job Description:

Our client is seeking a dedicated and client-focused Financial Analyst to join their team. This is an exciting opportunity for a skilled financial advisor to work with a respected firm that values collaboration, innovation, and exceptional client service. In this role, you will help high-net-worth clients achieve their financial goals by offering tailored investment strategies and comprehensive financial planning. You will collaborate with the firm’s leadership and other team members to deliver a holistic client experience.

Responsibilities:

• Build and maintain strong relationships with clients, understanding their financial goals and providing personalized advice.
• Develop and implement comprehensive financial plans that cover retirement planning, tax strategies, estate planning, insurance, and charitable giving.
• Monitor client portfolios and make strategic adjustments to ensure optimal performance and alignment with client goals.
• Work closely with the firm’s leadership and team members to deliver coordinated financial advice and services.
• Provide expertise on corporate benefits, net worth/cash flow planning, business owner strategies, and educational planning.
• Stay up to date on market trends and industry regulations to ensure clients receive relevant and timely advice.
• Uphold the firm’s core values of proactive community impact, collaboration, innovation, discipline, and exceptional client service.

Requirements:

• Bachelor's degree in finance, economics, business, or a related field.
• 3-5 years of experience in financial advising or wealth management.
• Strong knowledge of investment strategies, financial planning, and wealth management techniques.
• Excellent interpersonal and communication skills, with the ability to build trust with high-net-worth clients.
• Ability to work collaboratively within a team-oriented, family-like environment.
• CFP (Certified Financial Planner) designation preferred.
• Strong commitment to the firm’s values of transparency, objectivity, and client-first service.
• Must be authorized to work in the United States.

Why Join This Firm?

This firm offers a unique opportunity to join a close-knit team that is dedicated to providing high-touch, personalized financial advice to its clients. With a focus on collaboration and community impact, the firm offers both professional growth and the chance to make a meaningful difference in clients’ financial lives. The leadership team is committed to mentorship and fostering an environment of innovation and improvement.

The firm offers competitive compensation, benefits packages, and significant opportunities for personal and professional growth in a collaborative, supportive environment.