What are the responsibilities and job description for the Wealth Advisor position at Shorepoint Capital Partners?
Shorepoint Capital Partners LLC is a fast-growing independent Registered Investment Advisor (RIA) based in Norwood, Massachusetts. Our firm prides itself on fostering a collaborative, entrepreneurial, and client-focused culture. We specialize in delivering comprehensive financial planning, tailored portfolio management, and exceptional service to help clients achieve their financial goals.
Qualifications
- Bachelor's degree in business, finance, or a related field, or equivalent experience.
- CFP designation is required.
- Minimum 10 years of financial planning experience.
- The ability to develop business development opportunities through his or her professional network and centers of influence is a plus.
- Experience with financial planning software (e.g., MoneyGuidePro) and CRM systems.
- Excellent leadership skills and communication skills with a client-first attitude.
- Proficiency in educating clients on complex financial topics.
Job Description
Shorepoint is seeking qualified candidates for a long-term, career trajectory Wealth Advisor that will directly and meaningfully impact the company’s growth. The ideal candidate will assist in client advisory, financial planning, investment management, and coordinating administrative aspects of client service. This individual will work directly in coordination with partners and a talented team of wealth management professionals dedicated to servicing sophisticated, high-net-worth individuals and families.
Location
Norwood, MA. While the position is predominately in-person, we offer a flexible work policy.
Key Responsibilities
- Build and maintain long-term client relationships, offering tailored financial planning and wealth management advice.
- Develop sophisticated financial plans with complex analysis and models, covering investment, retirement, estate, gift, income tax planning, and philanthropic and risk management issues.
- Participate in client meetings and become integrated into client relationships.
- Explain financial planning, tax, and investment management concepts and strategies to clients through written and verbal communication.
- Coordinate and interact with clients' attorneys, accountants, and other advisors.
- Help the team identify new business opportunities and assist in the closing process.
Benefits
- Health insurance
- Dental Insurance
- Vision insurance
- Paid time off
- Health savings account
- 401(k) with match
- Profit Sharing
- Bonus
- Opportunity to earn additional bonuses based on the firm's successful acquisition of new clients and business.
