What are the responsibilities and job description for the Financial Advisor position at Bill Good Marketing?
Financial Advisor at Bailey Wealth Services - Everett, WA
At Bailey Wealth Services, we are a value-driven financial advisory firm dedicated to providing customized financial strategies that empower our clients to achieve their financial goals. Our team thrives on trust, collaboration, and a shared commitment to delivering excellence.
Who We Are
As a full-service, independent advisory firm, Bailey Wealth Services is committed to guiding our clients toward financial success at every stage of their lives. Our approach is rooted in collaboration, creating tailored solutions, and developing sound financial plans that address our clients' unique needs.
The Role
As a Financial Advisor, you will play a pivotal role in supporting our lead advisor and clients. Your responsibilities will include:
- Conducting client financial analyses
- Rebalancing accounts and executing trades
- Maintaining investment models and conducting investment research
- Troubleshooting performance reporting issues
- Creating performance reports
- Generating client reports and proposals
- Handling paperwork related to private placements, investments, and qualified accounts
- Addressing general account administration questions
- Assisting in creating and preparing client marketing materials
- Staying up to date with market trends and their impacts on clients
You'll be the go-to person for day-to-day client account requests and contribute significantly to the comprehensive financial services we provide.
Who You Are
You are a dynamic individual thriving in a fast-paced environment, possessing strong problem-solving skills and an unwavering client-focused approach. You are poised to make significant contributions to our robust and growing wealth management practice. Your proficiency in technology, organizational skills, interpersonal communication, and keen attention to detail make you the ideal fit for our team.
- Strong understanding of financial planning concepts
- Familiarity with financial planning software and tools
- Proficiency in MS Office and CRM software
- Excellent multitasking and problem-solving abilities
- Active Series 7 license with a 66 or 63 (or an active 65) required
- Life insurance license required
- CFP or working towards CFP required
- 3 years of experience as a client facing Financial Advisor
- Strong interpersonal skills
- Ability to work autonomously and as part of a small team
- Demonstrated willingness to go the extra mile when needed
- Comprehensive health plan
- Simple IRA with 3% match
- Paid time off
- Paid training
- Bonus opportunities
If you are ready to bring your expertise as a Financial Advisor to Bailey Wealth Services and contribute to our mission of delivering exceptional financial services, we eagerly await your application!