Lead Advisor

Work/life balance, Flexibility, Bonus up to $150K, Stock Ownership. Profit sharing, lucrative new business payout, fully paid benefits

This Jobot Job is hosted by: Dana Stewart
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $125,000 - $200,000 per year

A bit about us:

Established in the 1990's and has grown to a top Wealth management company, provides financial advisory services for individuals and families with substantial wealth and assets .

Offering objective advice and analysis services in the areas of investment, estate, tax, cash management, and overall life planning. The company provides private client, family wealth management, shared family office, and tax planning and compliance services

Why join us?

Accelerated growth and advancement track
Yearly Bonus up to $150K
Fully Paid Benefits Health/Dental/Vision, 401K, Life, disability, profit sharing, tuition reimbursement development recognition program
Parental leave
Reproduction Benefits
Stock Ownership Grant
Unlimited paid Volunteer time off

Job Details

Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose

Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning
Communicates our unique value proposition to prospective clients and works to establish as their trusted financial advisor
Proactively develops and expands relationships within the community
Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team

Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER (CFP ) designation
6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm
Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
Unquestioned commitment to integrity in personal and professional activities
Highly motivated with ability to function well in a fast-paced environment

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.