What are the responsibilities and job description for the Financial Advisor position at Concord Wealth Partners?

About Concord Wealth Partners

Concord Wealth Partners (CWP) is a rapidly expanding Independent RIA that provides with Advisors aiming to scale their practices through innovative solutions. We support entrepreneurial Advisors in expanding service offerings, enhancing client experiences, and accelerating business growth. With over 20 years of industry expertise, we’ve invested in infrastructure, technology, and human capital necessary to be "Our Advisors’ Most Trusted Resource."

Role Summary

We are seeking a highly motivated, committed individual with strong initiative to join our team as a Financial Advisor. This individual will manage their own clients, add new clients to the firm, and lead financial planning efforts with the support of a dedicated team to help clients achieve their financial life goals. The ideal candidate will have a keen attention to detail, excel in fostering professional relationships, and ideally possess expertise in investments, security planning, estate planning, tax planning, and insurance products.

Key Responsibilities

Manage and grow an existing book of business by acquiring new clients.
Work directly with clients and prospective clients to understand their financial life goals, manage relationships, and foster new ones.
Design and customize financial plans based on clients' evolving needs and potential life changes.
Monitor the progress of clients' plans, conducting follow-up meetings to ensure the successful implementation of their financial strategies.
Utilize CWP’s integrated technology platform, in-house investment management and back-office support to streamline operations and focus on growth.
Collaborate with marketing team to drive client engagement and organic growth.

Qualifications

5 to 10 years of experience in financial advisory or wealth management.

Established, small client base with a drive to expand.

Ability to prospect, and convert leads into new clients.

Strong financial planning / wealth management acumen, judgment, and experience.

Excellent communication skills, both oral and written, with strong presentation abilities.

Comfortable interacting with clients in both physical and virtual formats.

Collaborative, professional approach with a team-oriented mindset and high ethical standards.

Bachelor’s degree from an accredited university required.

Experience with eMoney financial planning software is preferred. Financial planning experience is preferred but not required; training will be provided to align with our planning-centric approach.

Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.

Why Partner with Concord?

Growth & Scale : Access to CWP’s strategic growth resources, including M&A support, practice acquisition, and recruiting expertise.

Lead Generation : Receive leads from referral partners, lead generation campaigns, and other client acquisitions efforts.

Integrated Support : Full operational, compliance, and marketing support to enable Advisors to focus on client relationships and business development.

Investment Solutions : In-house asset management, innovative technology, and marketing tools that enhance client experience and simplify daily operations.

Seamless Transition : White-glove services ensure a smooth transition for advisors and clients

Performance-Based Incentives : Competitive compensation with rewards aligned to growth and strategic achievements.

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