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 preparing for client meetings, assisting with planning-related tasks, and coordinating follow-up items. This person will have an opportunity for rapid advancement to a Private Wealth Advisor role.
What You Will Do
Supports the lead advisor in maintaining strong client relationships, assists with day-to-day servicing needs, drafts client communication, captures meeting notes, and creates and tracks action items. Prepares and generates client review materials, drafts and implements financial plans, and assists with investment management strategies.
Why It Might Be a Fit
This role requires strong understanding of financial planning and advice, excellent communication skills, and the ability to work proactively in all facets of the role. The company offers a competitive salary, quarterly bonus, and benefits package, including health insurance, profit sharing, and 401k match.
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
- Additional extra days off earned throughout the year
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