What are the responsibilities and job description for the Estate Planning Advisor position at Bloom Advisors, Inc?
Job Description
">We are seeking a highly motivated Financial Advisor to join our team at Bloom Advisors. As a Financial Advisor, you will be responsible for providing exceptional service to our clients and guiding them through their financial journey. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
">Key Qualifications
">- At least 4 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Outstanding verbal and written communication skills.
- A valid and active Series 65 license is required.
- Certified Financial Planning (CFP) certification is preferred.
- Attorney with estate planning experience is a bonus.
- Bachelor's degree preferred.
- Must be able to be in-office 2-3 days/week.
Benefits
">- A comprehensive compensation package that includes a base salary and quarterly incentives.
- Health insurance, including HSA contribution.
- 401(k) match.
- A flexible work environment – hybrid in-person/remote structure.
- The opportunity to join an excellent, experienced, and family-focused team.
- A flexible vacation package.
