What are the responsibilities and job description for the Financial Advisor position at RDM Financial Group at Hightower?
Company Description
RDM Financial Group is an experienced team of financial planners and investment professionals with offices in Westport, CT, Boca Raton, FL, and New York City. We create customized financial plans that balance personal well-being and finances, helping clients reach financial independence. RDM is built on principles of integrity, trust, and steadfast client service. Our services include retirement planning, investment solutions, business and family planning, estate and transfer planning, asset aggregation and research tools, and risk management. We are frequently recognized by Forbes and Barron’s for our excellence.
Role Description
This is a full-time on-site role located in Westport, CT, for a Financial Advisor. The Financial Advisor will be responsible for providing clients with comprehensive financial, retirement, family, and business planning. This role involves developing and presenting detailed financial plans, advising clients on their financial strategies, monitoring clients' portfolios, and staying current with market trends and regulations. New business development is also a must.
Qualifications
- 5-10 years experience as the lead advisor for a group of client households
- Ability to develop and maintain client relationships
- Retirement Planning
- Experience in Finance and Investments
- Excellent interpersonal and communication skills
- Bachelor’s degree in Finance, Economics, or a related field
- CFP® certification, Insurance Licenses, Series 65
- Familiarity with financial planning software is a plus