Requirements of the Financial Advisor:

• Bachelor’s degree in business, finance, or accounting preferred. 
• Minimum five years of client account or relationship management experience  
• Preferred CERTIFIED FINANCIAL PLANNER® designation (or demonstrated progress toward earning it). 
• Problem solving abilities and can identify and execute solutions for problem resolution. 
• Adept at addressing clients’ needs and educating them on financial strategies, as well as providing tips for fraud and cybercrime prevention. 
• Possess excellent active listening and communication skills.  
• Is well organized, with very high attention to detail and accuracy.  
• Works well on a team and can prioritize their own work, set objectives, and complete time sensitive tasks.  
• Exemplifies very high professional standards, honesty, and integrity.  
• Ability to quickly learn new technology tools and platforms.  Knowledge of MoneyGuide Pro and Excel preferred. 

Benefits of the Job:

• Salary range between $80K and $100k annually. 
• Discretionary Profit Sharing. 
• Benefits including health, dental, vision, and 401(k) with employer match. 
• Life and Disability insurance. 
• A flexible work schedule, with the option of working remotely on occasion.  
• Bank of paid personal time off (PPTO) that may be used for vacation and flexible time off. 
• Partial financial support for professional accreditation/continuing education requirements and other education/training opportunities. 
• A fun, positive team environment that includes weekly meetings with free lunches for all Associates. 
• New office space, with easy parking and state-of-the-art conference rooms. 

Responsibilities of the Financial Advisor:

• Build and deliver customized, comprehensive, and approved financial plans to clients. 
• Successfully manage assigned client relationships, that result in a high client retention rate. 
• Play a leadership role in client meetings—delivering accurate presentations, providing reviews, and answering and responding to client inquiries within 48 hours. 
• Bring on new clients annually through client referrals, networking, and prospecting activity. 
• Tackle partial relationship management accountability for assigned larger complex client accounts. 
• Serve as a role model and assist in the development of our client service associates. 
• Stay abreast of industry and regulatory updates, the economy and financial markets, and fraud and cybersecurity threats.