What are the responsibilities and job description for the Financial Advisor position at Nordwand Capital?
Job Overview :
Nordwand Advisors is looking for a financial advisor in Philadelphia to help grow our HQ based in Radnor, PA. This is an excellent role for an individual that has their own book of clients that is primarily fee-oriented rather than transactional business. Applicants may have a moderately sized book that they are looking to grow at a fully independent RIA where they hope to find a more client-friendly and client-aligned experience, or could be advisors who are thinking through their succession plan in the long-term and want to ensure they are at a place where that can be executed with the clients’ best interest in mind.
- Client Consultation : Meet with clients to understand their financial goals, needs, and risk tolerance. Conduct thorough financial assessments to determine the best strategies for achieving clients' objectives.
- Financial Planning : Develop comprehensive financial plans that encompass areas such as investments, retirement planning, insurance, tax planning, and estate planning. Tailor plans to align with individual client circumstances and objectives.
- Investment Advice : Provide recommendations on suitable investment products and strategies based on clients' financial goals and risk tolerance. Stay informed about market trends, economic indicators, and investment options.
- Client Relationship Management : Build and maintain strong relationships with clients. Regularly communicate updates on their financial portfolios, market conditions, and any adjustments to their financial plans.
- Sales and Business Development : Actively seek new clients and business opportunities
Qualifications :
EQUAL EMPLOYMENT OPPORTUNITY : Nordwand Capital is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.