What are the responsibilities and job description for the Investment Advisor Representative position at Whitcomb & Hess, Inc.?
Job Overview
We are a seasoned CPA and wealth management firm with 40 years of excellence in enriching our clients' lives and empowering them to achieve their financial dreams. We are currently seeking an experienced Investment Advisor Representative with a minimum of three years in the financial services industry to join our team. The ideal candidate will have a solid foundation in investment and retirement principles, as well as proficiency in various financial software.
Your core responsibilities will include, but are not limited to:
- Meet directly with clients to present financial plans and investment recommendations, acting as a Fiduciary.
- Maintain ongoing communication with clients and internal teams, serving as a trusted advisor.
- Actively pursue new investment business through personal contacts, community involvement, and collaboration with the firm's marketing strategies.
- Provide life insurance and annuity recommendations tailored to client needs, when necessary.
The right person for this position will have the following qualifications:
- CFP designation or CFP candidate preferred.
- Bachelor’s degree and/or at least 3 years of relevant experience in financial services.
- Strong knowledge of financial services, investment strategies, and retirement planning.
- Excellent verbal and written communication skills.
- Strong critical thinking and decision-making abilities.
Benefits include:
- Great firm culture with a collaborative and supportive environment.
- Flexible work schedule, with increased flexibility in the summer months
- 7 paid holidays
- Vacation and sick time.
- 401(k) match up to 4%
- Health, Dental, and Vision insurance
- Disability and life insurance
- Professional development assistance to help you grow in your career.
- No fees for in-house investment accounts
We look forward to hearing from passionate candidates who are ready to join our long-established firm and contribute to the success of our clients.
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Ability to Relocate:
- Ashland, OH 44805: Relocate before starting work (Required)
Work Location: In person
Salary : $60,000