What are the responsibilities and job description for the Financial Advisor position at Boutique Recruiting?
Onsite
A leading wealth management firm is seeking to hire a top-notch Financial Advisor to join their team! This company prioritizes their employees by ensuring their work environment is positive, motivating, and successful. In this role, you will be responsible for implementing the overall service offering for assigned clients, which includes managing all the financial planning subject areas and ensuring the client's portfolio is invested to target. The ideal candidate is an accountable go-getter who is independent and responsible. This position offers wonderful benefits and competitive pay.
Pay Range : $130,000 - $150,,000 / year DOE
Financial Advisor Requirements :
At least 2-3 years as an advisor with at least 6 years in the industry
Experience with high net worth clients
Series 65 (or equivalent) required
Bachelor s Degree
Book of business ranging from $200-400K is a plus, but not a requirement
Professional designation (CFP , CFA, CPA, JD) is highly preferred
Financial Advisor Responsibilities :
Build relationship with clients and seek to understand what matters to them most
Design and facilitate delivery of client service activities / with the capacity to serve high complexity families
Proactively encourage existing clients to refer prospective clients
Relate investment portfolio recommendations to clients unique goals and risk tolerance
Explain portfolio performance and help clients understand how it relates to their objectives
Create narrative from client analyses to assist clients in the decision-making process
Ensure quality of financial plan preparation, analyses, and investment strategy execution
Collaborate with external advisors to drive client results, maximize client satisfaction, and maintain and build upon the community
Attend events that are aligned with Highland s target market, existing clients, and advisor interests; when clients served by advisor are in attendance
Factor relational, emotional, and transactional needs into overall client care
Work in partnership with leadership on overall strategy to maximize the client experience
Collaborate with and mentor the Associate Advisor team.
Engage in ongoing personal and professional development that adds value to both clients and the ongoing needs of the company
Keep a pulse on the job market with advanced job matching technology.
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