Role OverviewManage short-term client relationships, convert warm leads into clients, and work closely with Portfolio Management and Financial Planning teams.
What You Will Do
Educate clients, articulate investment philosophy, align portfolio strategy, oversee asset transfer, and monitor portfolio implementation.
Why It Might Be a Fit
Ideal for financial advisors looking to move away from cold calling and prospecting, with a hybrid service and sales environment.
Requirements
- Financial advisor experience
- Ability to work in a hybrid service and sales environment
Benefits
- 100% coverage of health, vision, and dental insurance premiums
- 50% 401(k) match up to IRS maximum
- 20 days of PTO plus 9 paid holidays
- 8 weeks paid Primary Caregiver Parental Leave
- Back-up Child Care Program with up to 10 days annually
- Cumulative learning and development framework
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