Role OverviewOur client is a boutique wealth management firm seeking a Financial Advisor to support the advisory team in delivering ongoing service to clients. The role involves assisting with day-to-day servicing needs, drafting client communication, and coordinating follow-up items. This person will have an opportunity for rapid advancement to a Private Wealth Advisor role.
What You Will Do
Assist with day-to-day servicing needs, draft client communication, capture meeting notes, create and track action items, prepare and generate client review materials, draft and implement financial plans, and assist with investment management strategies.
Why It Might Be a Fit
This role requires strong client services skills, a deep understanding of industry compliance, and the ability to communicate clearly internally and externally. The ideal candidate will have a strong understanding of financial planning and advice, with a proven track record of dependability and exceptional attention to detail.
Requirements
- Bachelor's degree or equivalent experience
- Minimum of 3-5 years of experience in wealth management
- Series 7, 66 or 65 are required
- Health and Life Insurance Licenses preferred
- CFP designation a plus
Benefits
- Salary ($80k-110k+)
- $2,500 quarterly bonus for meeting goals
- Choice of PPO or HMO Health, Dental, and Vision insurance
- Profit Sharing, plus 401k match
- PTO policy: 10 days off in the first 12 months of employment, and then three additional days per year until a maximum of 20 days
- NYSE holiday calendar (10 days) and the Friday after Thanksgiving
- Four-day work week schedule during the summer
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