What are the responsibilities and job description for the Financial Advisor position at BCS Wealth Management?
Work within a growing firm team environment to help your clients achieve their goals through financial planning. The ideal candidate understands holistic financial planning to include investment selection and management, tax planning, risk management and estate planning. The candidate will also have a deep passion for the role, and desire for personal growth. You will enjoy the satisfaction of making a difference in the lives of the people you serve. At BCS Wealth Management, you will receive the support, stability, and opportunity to grow your client base within a team environment.
- Full-time salary position
- Bonus opportunity
- Benefits include 401(k) and match, health, dental, vision, disability, life. Personal Paid Time Off (15 - 25 days depending on experience and years of service). Holidays
- Typical hours are M-F, 8-5
Required Knowledge, Skills, and Abilities:
- Self-disciplined, independent, and driven to succeed.
- Motivated by helping others and seeing them achieve their goals.
- Passionate about living a life of generosity by serving others, not just selling products.
- Desire for continued learning, improvement, and continued education.
Duties and Responsibilities:
- Maintain and transition current clients of the firm to your management.
- Continued growth of assets managed, making new connections, maintaining a strong referral network, and providing a great client experience.
- Build personalized, holistic financial plans tailored to every client’s unique needs.
- Grow relationships with clients to support them through every stage of life.
- Effectively communicate with clients regarding financial planning and risk management.
Education and Experience:
- Bachelor’s degree in finance or business-related area of study preferred
- 5 years’ experience in the field of financial planning
