What are the responsibilities and job description for the Financial Advisor position at Landing Point?
Company Overview:
A family-owned and operated Registered Investment Advisor (RIA) firm, founded in 1985, manages approximately $4.5 billion in assets with a presence in multiple states. They are seeking a Financial Advisor to join their Wealth Management team.
Job Responsibilities:
A family-owned and operated Registered Investment Advisor (RIA) firm, founded in 1985, manages approximately $4.5 billion in assets with a presence in multiple states. They are seeking a Financial Advisor to join their Wealth Management team.
Job Responsibilities:
- Serve as lead advisor to new and existing clients of the firm
- Interview clients to determine their financial status and objectives
- Manage client relationships, providing the highest level of service and support
- Communicate with clients over the phone, via email, and in person at regular review meetings
- Work with clients to develop and maintain financial plans
- Consult with clients about their allocations and investment strategies
- Maintain Investment Policy Statements for client portfolios
- Contact clients periodically to determine any changes in their financial status
- Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
- Respond to the Chief Compliance Officer and other compliance personnel as required
- Bachelor’s degree required, with a concentration in accounting, finance, economics, or related field preferred
- CERTIFIED FINANCIAL PLANNER
- At least three years of relevant industry experience required
- Strong Microsoft Office skills are required
- Experience with Money Guide Pro or other financial planning software is a plus
