Financial Advisor

Financial Advisor Job Description:

Masis Professional Group has an immediate need for a Financial Advisor for a very well established and highly reputable boutique private wealth management firm. The team is dedicated to providing personalized financial planning and investment advice to high-net-worth individuals, families and several other areas. Our firm offers a collaborative and supportive environment where you can grow your business, expand your expertise, and make a meaningful impact on clients' financial well-being.

In this role, you will work closely with clients to understand their financial goals, develop tailored strategies, and provide ongoing advice to help them achieve long-term financial success. The ideal candidate will have at least 2 years of experience in financial services, a strong desire to learn and grow within the wealth management industry, and a passion for building lasting client relationships.

Financial Advisor Responsibilities:

• Develop and implement comprehensive financial plans for clients, including investment strategies, retirement planning, estate planning, tax planning, and risk management.
• Maintain and grow a book of clients, fostering long-term relationships through excellent service and ongoing financial advice.
• Conduct regular client meetings to review portfolios, provide financial updates, and adjust strategies as necessary.
• Collaborate with senior advisors and other team members to create customized solutions for clients.
• Stay informed on industry trends, investment strategies, and regulatory changes to provide the best advice and guidance to clients.
• Continuously prospect and build new client relationships through referrals, networking, and business development activities.
• Manage client accounts and portfolios, ensuring alignment with their financial goals and risk tolerance.
• Assist clients in navigating complex financial decisions and providing guidance on various financial products and services.

Financial Advisor Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or a related field (required).
• 2 years of experience in financial planning or wealth management.
• Desire and ambition to grow your business and develop professionally within the financial advisory field.
• Series 65 license (or ability to obtain upon hire) is preferred.
• Certified Financial Planner (CFP®) designation is preferred but not required.
• Strong interpersonal and communication skills, with the ability to build rapport and trust with clients.
• Detail-oriented with excellent organizational and time-management abilities.
• Ability to work independently and as part of a team in a fast-paced, client-centric environment.
• Proficiency with financial planning software and Microsoft Office Suite.