The ideal candidate will deliver personalized financial plans to help clients achieve their long-term financial goals.
Responsibilities
- Take a lead role on assigned client relationships ($25M AUM) designated by Financial Advisor
- Attend client meetings providing financial planning support to clients
- Engage in research and investment product solutions for client portfolios according to risk tolerance.
- Partner with Relationship management team to provide best in class support and client service.
- Prepare and update financial plans for clients to support generational wealth.
- Preference to bring $10-$15M in Transferable Assets - base salary plus sliding scale payout on transferrable assets. Inherit an additional $25M Existing AUM from Sr. Advisor
Qualifications
- Series 65 license is a must with a strong desire to obtain the CFP designation
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills