What are the responsibilities and job description for the Financial Advisor - Investment Adviser Representative position at Alchemi Wealth LLC?
Company Description
Alchemi Wealth LLC is a registered investment advisor that provides financial solutions for clients' investment needs, including investment management, financial planning, and retirement planning. As fiduciaries, the company's objectives are always aligned with clients' best interests. The team at Alchemi Wealth LLC consists of financial professionals who work with clients to identify their current financial status and goals, developing personalized investment approaches to achieve those goals.
Role Description
This is a full-time hybrid role for a Financial Advisor - Investment Adviser Representative at Alchemi Wealth LLC. The role is located in Essex, CT, with the option for some work from home. The Financial Advisor will work with clients to provide financial planning, investment management, and retirement planning services tailored to their individual risk-return profiles.
Qualifications
- Financial Planning, Advising and Retirement Planning skills.
- Finance and Investments knowledge.
- Strong analytical and problem-solving skills.
- Excellent interpersonal and communication skills.
- Ability to work independently and collaboratively.
- Preferably licensed advisors with Series 66 or equivalent.
Certifications such as CFP, CEPA or CFA are a plus.
- Bachelor's degree in Finance, Economics, or related field.