What are the responsibilities and job description for the Financial Wealth Advisor position at Confidential?
Financial Wealth Advisor
About us :
A local wealth management firm dedicated to providing personalized financial planning and asset management to families across the United States is seeking to fill the position of Financial Wealth Advisor. As an SEC Registered Investment Advisor, we operate on a fee-only, fiduciary basis with a collaborative team approach to benefit each client.
We offer competitive salaries, bonuses, a 401(k) with company match and profit-sharing, company-subsidized health, dental, and vision insurance, along with flexible time off. We also provide substantial professional development opportunities, all company-paid!
Join our close-knit, client-focused team and help shape the future of our firm as we transition with our founding member. We value self-motivated individuals who uphold the highest professional and ethical standards and are committed to continuous professional growth.
Job Summary : The ideal candidates will provide comprehensive wealth management and financial planning services, assuming responsibility for client relationships, developing new business, and creating and updating financial plans to meet the highest professional and ethical standards.
Job Duties Required :
- Assume responsibility for an assigned group of clients.
- Call clients on a regular basis to check in and explore any needs or concerns.
- Conduct annual comprehensive reviews with each client.
- Work to develop assigned clients into “ideal” clients.
- Develop new business from referrals and other sources.
Job Duties Preferred :
Tips : Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.
Education and Experience :
Equal Opportunity Employer
