What are the responsibilities and job description for the Financial Advisor position at Blue Signal Search?
Our client, a highly respected Registered Investment Advisor firm, is seeking an experienced and dynamic Financial Advisor to join their growing team. This position will focus on providing comprehensive wealth management and financial planning services, with an emphasis on relationship-building and personalized advice to high-net-worth individuals and businesses. The ideal candidate will align with the firm’s values of long-term growth, team-oriented culture, and client-centric service.
This Role Offers:
- Competitive base salary, performance bonuses, medical/dental/vision, 401(k) match, and PTO.
- A culture focused on collaboration, growth, and equity participation opportunities.
- A non-aggregator model that allows for integration into a singular, cohesive team environment.
- Opportunity to work with a stable, established firm that has millions in assets under management.
- Exposure to diverse, high-net-worth clients with a focus on comprehensive financial planning and wealth management.
- A supportive and engaging work environment with mentorship and professional development opportunities.
Focus:
- Deliver exceptional wealth management services, including investment strategies, retirement planning, estate and trust planning, tax planning, and business owner planning.
- Develop and maintain strong, trust-based relationships with clients by understanding their goals, financial needs, and personal values.
- Collaborate closely with other advisors and team members, contributing to a culture of collective success and mutual support.
- Actively engage in business development efforts, identifying opportunities to expand services to existing clients while attracting new clients.
- Maintain a commitment to ongoing learning and growth in the financial planning and wealth management fields.
Skill Set:
- Preferred: Series 65 or other recognized designations (CFA, CPA, CFP).
- Bachelor’s degree in a relevant field is preferred but not mandatory.
- Exceptional interpersonal and relationship-building skills, with a focus on engaging clients and building trust.
- Sales and marketing mindset, with the ability to attract and retain clients through excellent service and knowledgeable advice.
- Strong team player who is willing to integrate into a close-knit team environment.
- Excellent verbal and written communication skills.
- Adherence to the highest professional and ethical standards.
About Blue Signal:
Blue Signal is an award-winning, executive search firm specializing in various specialties. Our recruiters have a proven track record of placing top-tier talent across industry verticals, with deep expertise in numerous professional services. Learn more at bit.ly/46Gs4yS
Salary : $50,000 - $150,000
