What are the responsibilities and job description for the CFP Private Wealth Advisor position at Fields Wealth Management?
Our approach:
Our team strives to provide an elevated standard of care to individuals, families, and businesses both locally and around the country. Our mission is to become clients' most trusted partner by leveraging our experience, expertise, and passion for making a difference to help them live more meaningful and impactful financial lives.
Our commitment to this mission is defined by three core principles:
- Collaborative Approach
- Personalized Advice
- Lasting Relationships
Company Description:
Fields Wealth Management is a boutique wealth management practice managing $1.2 Billion AUM and serving 1200 clients.
Charla McIntyre Fields and Fields Wealth Management have been recognized for the following:
- Forbes Best-in-State Wealth Management Teams, 2024
- Inducted into Barron’s Hall of Fame in 2022 (for ranking 10 years on Barron’s Top 100 Advisor lists)
- Barron's Top 100 Women Financial Advisors, 2013-2024
- Barron’s Top 1,200 Financial Advisors, 2014-2024
- Barron’s Top 100 Independent Financial Advisors, 2020, 2023-2024
- AdvisorHub 50 Advisors to Watch (over $1Bil), 2022
- AdvisorHub Women Advisors to Watch, 2023
- Ameriprise Chairman's Advisory Council, 2002-2024
- Ameriprise Circle of Success, 2010-2023
- Five Star Wealth Manager, 2012-2016, 2018-2024
About the Job:
- As Relationship Managers, Advisors are responsible to establish, build upon, and maintain trusting long-term relationships.
- As Financial Planners, Advisor provides planning expertise based on client needs.
- As Behavioral Coaches Advisors shape client behavior through proactive and reactive outreach, helping them stay focused on their goals.
- Be an active part of a collaborative team and share best practices.
- Put investors on a path to a successful financial future.
- No transferrable AUM required.
Qualifications:
- Current Certified Financial Planner (CFP) Designation
- Minimum 5 years of experience in comprehensive financial planning.
- Experience selling financial plans for a fee.
- Strong understanding of financial planning concepts.
- Proven demonstration of client-facing skills and experiences.
- Exceptional communication and interpersonal abilities.
- Comfortable with industry technology and software applications, experience with Navi Plan a plus.
- A positive attitude and a desire to achieve.
- Dedication to serving clients.
- Clean regulator history.
Compensation:
- Base Salary: $100,000- $120,000 DOE
Variable/Performance Compensation:
- On Target earnings up to $260,000 per year
- Health, Dental, And Vision Insurance
- 401k Plan with company matching
Salary : $100,000 - $120,000