What are the responsibilities and job description for the Wealth Management Professional position at Bloom Advisors, Inc?
We're Looking for a Financial Advisor
">At Bloom Advisors, we're seeking a highly skilled Financial Advisor to join our team. As a key member of our advisory team, you will be responsible for providing financial planning and investment advice to our client base. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
">Responsibilities
">- Be a key member of our advisory team, providing financial planning and investment advice to our client base.
- Work closely with clients to fully understand their financial situation, provide solutions to achieve stated goals and objectives, and guide them through their unique journey.
- Conduct financial planning analyses for clients using our software (MoneyGuidePro).
- Run reports for clients (using Black Diamond) and document client interactions in our CRM (Wealthbox).
- Regularly contribute to our quarterly newsletter and online blog.
- Create presentations and host seminars/webinars with our community partners.
About Bloom Advisors
">Bloom Advisors is a fee-only firm with no conflicts of interest. We have taken great pride in being a fiduciary serving the mass affluent since our founding in 1984. We believe in treating our clients and colleagues like family and providing a holistic view of their needs and financial coaching beyond investments.
