Advisor

About The Job

• Our team-based, client-centric approach has fueled our growth over the last 20+ years, and we’re now 250 teammates strong and growing, serving more than 4,000 clients, and advising on over $19 billion+ in assets.
• Every teammate has a path to ownership in the firm.
• We’re looking for driven individuals who bring a “How can I help?” attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues.
• Join our #OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive.
• We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities, and workload of their client service teams.
• This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients.

Your Role:

• Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough.
• Reviews current client portfolios and makes recommendations to clients in consultation with the team; proactively considers both strategic and tactical opportunities around investments and other planning areas.
• Prepares comprehensive client meeting deliverables, analyzes all client data, and evaluates potential planning strategies
• Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies, and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software
• Reviews and approves detailed reconciliations of historical cash flows per entity and ten-year forward-looking projections.
• Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances
• Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts
• Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning;
• Works with Tax, Investments, and Estate Planning to determine additional levels of detail required for the client’s situation.
• Seeks out leadership roles in the team and firm projects/assignments
• Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support
• Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed;
• Ensures content is accurate, timely, and reviewed periodically
• Crafts client meeting agenda and determines deliverables to be presented;
• Analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation
• Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members;
• These include the Richer Life Legacy Plan (RLLP), Family Wealth View, Cash Flows, and Annual Plans
• Works with Tax, Investments, and Estate Planning to determine additional levels of detail required for the client’s situation
• Following client approval works with the team to ensure that all tactical parts of the client implementation are executed timely and accurately
• Presents ideas and concepts in an organized and effective manner;
• Attends client meetings and is expected to effectively present specific planning topics; ensures all client-related action items are communicated and memorialized in the CRM
• Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them;
• Ensures completion within specified time frames.

Your Experience:

• 4 + years of experience in financial planning, wealth management, or a related industry preferred
• Undergraduate degree required
• CERTIFIED FINANCIAL PLANNER™ (CFP®) credential required
• Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
• Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively
• This role is an in-office, full-time, and exempt position.
• We are a work-from-office culture with a lot of flexibility.

Skills & Attributes:

• Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows
• Exceptional communication skills, both written and verbal, with clients and co-workers
• Exceptional interpersonal skills and demonstrated teamwork mentality
• Must be able to project a capable and trustworthy image
• Must be a self-starter and proactively manage workload, communications, and ownership of tasks
• Commitment to excellence and high standards
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
• A high degree of personal integrity, maturity, and acute attention to detail
• Strong analytical and problem-solving skills

Pay: $110,000- $130,000 a year