What are the responsibilities and job description for the Wealth Management Advisor position at First Financial Group?
COMPANY OVERVIEW:
MassMutual is a global financial services organization whose companies offer a broad portfolio of products including insurance, employee benefits, retirement plans, estate planning, tax, asset management, securities, and advisory services. Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients.
First Financial Group, a general agency of MassMutual, is furthering those efforts and is one of the largest network of offices on the east coast with over 15 offices spanning across 8 states. Founded in 1977, First Financial Group is known for its excellent reputation and has established a record of providing innovative solutions for its clients through a wide array of insurance, advisory and investment services.
DESCRIPTION:
First Financial Group is looking for a motivated and detail-oriented Wealth Management Advisor to join our team of financial advisors and partners in Virginia Beach, VA. The ideal candidate will play a pivotal role in directly interacting with clients, addressing their needs, and ensuring exceptional client satisfaction. This Wealth Management Advisor position offers an excellent opportunity to collaborate within a client-driven and team-focused environment.
Key Responsibilities:
- Serve as a point of contact for clients, addressing inquiries, resolving issues, and providing information about products and services.
- Build and maintain strong relationships with clients, ensuring their needs are met and fostering long-term loyalty.
- Assist in opening and maintaining client accounts, processing transactions, and ensuring accurate documentation.
- Guide new clients through the onboarding process, ensuring a smooth transition and understanding of our services.
- Ensure all client interactions and transactions comply with regulatory requirements and company policies.
- Conduct client education sessions and workshops to help clients understand financial concepts, products, and services.
- Collect and analyze client feedback to identify areas for improvement and implement changes to enhance the client experience.
- Maintain and update client information in firm’s CRM system, ensuring data accuracy and confidentiality.
- Work closely with senior financial advisors to support various projects and initiatives aimed at enhancing client service and operational efficiency.
EXPERIENCE:
- 2 years of experience as a wealth management advisor, client relationship manager or similar role within a financial planning or wealth management firm is required.
- Bachelor’s degree in Business Administration, Marketing, Communications, or a related field.
- FINRA Series 7, 63, and 65 (or 66) licenses are required. A Life & Health Insurance license is preferred, or the ability to obtain it after the date of hire.
- Excellent verbal and written communication skills.
- Strong organizational and multitasking abilities.
- Proficiency in Microsoft Office Suite and CRM software.
- Attention to detail and a high level of accuracy.
- Ability to work independently and as part of a team.
- Strong problem-solving skills and a proactive approach to client service.
COMPENSATION & BENEFITS:
- Compensation: Base salary range between $70K-$80K, commensurate with experience, plus performance-based bonuses.
- Benefits: Medical, Dental, and Vision coverage; 401(K); flexible PTO; Short-Term and Long-Term Disability (STD/LTD); and Life Insurance.
- Miscellaneous: Enjoy a supportive, flexible, and people-oriented culture with a family atmosphere. We highly encourage and recognize individual contributions and innovation. Personal and career development opportunities are available.
For immediate consideration, please submit your non-really generated resume in MSWord or PDF format.
Job Type: Full-time
Pay: $70,952.00 - $80,195.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation Package:
- Bonus opportunities
Experience:
- financial planning and investment management: 2 years (Required)
Work Location: In person
Salary : $70,000 - $80,000
