What are the responsibilities and job description for the Financial Advisor position at Kore4 Recruiting LLC?
Overview :
Kore4 Recruiting is seeking an experienced and motivated Lead Wealth Advisor to join our Clients team. This role focuses on managing existing client relationships, delivering tailored financial planning, and providing strategic investment management services. The ideal candidate will excel at client service, possess strong analytical and communication skills, and demonstrate the ability to cultivate trust-based relationships. Additionally, this role includes helping expand EverPar’s presence within the community by promoting brand awareness and identifying potential client opportunities.
About Our Client :
Client is an independent advisory firm dedicated to empowering successful business owners, families, and foundations to secure their financial futures, enhance their quality of life, and redefine their relationship with money across generations.
Key Responsibilities :
Build and maintain lasting, trust-based relationships with new and existing clients.
Deliver personalized, goals-based financial planning, including investment management, retirement planning, and risk assessment.
Lead high-impact meetings with prospective clients and maintain a strong conversion rate.
Actively engage with the local community to enhance brand visibility and attract potential clients.
Collaborate closely with internal teams to ensure exceptional client experiences and regulatory compliance.
Stay current with industry trends, financial planning strategies, and investment solutions.
Prepare and present detailed financial reports and strategic recommendations.
Contribute to the development of tailored investment portfolios in partnership with the investment team.
Maintain accurate and up-to-date client information within the firm’s CRM system.
Participate in ongoing professional development and training opportunities.
Qualifications :
Bachelor’s degree required; CFP certification preferred.
Minimum of 5 years’ experience in financial advising, wealth management, or investment planning.
Proven ability to foster trust and build strong client relationships.
Strong proficiency with financial analysis tools, CRM systems, and portfolio management platforms.
Deep knowledge of financial regulations and compliance standards.
Independent and proactive work ethic with a collaborative team mindset.
Benefits :
Comprehensive health, dental, and vision insurance.
401(k) plan with employer match.
Support for professional development and certification.