Financial Advisor - Wealth Management

We are an established wealth management firm based in Marblehead, specializing in financial planning and legacy planning for high-income earners, high-net-worth individuals, and their families. We believe in the planning process and creating an in-depth, comprehensive, and uniquely tailored plan for every client that we touch. We pride ourselves on providing white glove service to our clients and incorporating care into every service we offer. Our team is small, committed, and highly collaborative. We support one another and all genuinely like each other. Additionally, our dedication to and support of our community is something we are incredibly proud of.

Our firm is growing, and we are now seeking our next Financial Planner. In this role, you will develop and nurture long term relationships with clients, manage client relationships, and provide advanced financial planning and investment solutions. You will engage with prospective clients identified through our leads system and by expanding your personal network to generate new business opportunities and referrals. You will support the discovery and onboarding process with prospective and new clients, prepare for and participate in client meetings, take notes, follow up on any action items, and take ownership to manage client expectations and deliverables. You will also prepare financial plans, investment recommendations, and research clients' technical questions for the client set you are managing and support other members of the advisory team in these areas.

You have enough experience in front of clients that you are confident in almost any scenario, particularly with high-income earners and high-net-worth clients. You have a high degree of empathy, and people trust you easily because you are genuine, authentic, and live to serve others. You are a self-starter, taking initiative and having impeccable follow-through. You pay great attention to detail and are an extraordinary communicator. You want to be a master of your craft, and you are the type of person who is always looking to better yourself.

Responsibilities

• Engage directly with clients to understand their financial objectives and concerns; effectively manage the client relationship and show accountability for retention
• Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience
• Prepare agendas for client meetings and ensure timely completion of post-meeting action items
• Complete financial planning analyses and wealth management activities; ensure client assets are invested in alignment with their risk tolerance and goals
• Gather data from clients and analyze their current financial situation; strategic development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation
• Collaborate with the team to deliver prompt and thorough client service
• Work with clients’ other professionals, such as attorneys and CPAs, to provide holistic financial solutions
• Develop relationships with Centers of Influence to obtain potential client referrals
• Actively drive new business and attract new clients to the firm
• Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services; proactively seek referrals from clients to generate new business
• Maintain accurate records of client interactions and information in the CRM system
• Represent the firm in a positive and professional manner
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures

Qualifications

• Bachelor’s degree, preferably in finance, financial planning, or a related field required
• CFP® designation required
• 3-5 years of progressive client-facing experience in investment management, wealth management, or financial planning with demonstrated ability to develop and manage plans and client relationships at many levels
• Experience working with various custodial platforms (Schwab, Fidelity, etc.)
• Familiarity with Wealthbox CRM, eMoney, Holistiplan, or similar software preferred
• Proficient in Excel, PowerPoint, and Outlook
• A genuine interest in serving and caring for clients
• Subject matter expert in financial planning and complex client cases
• Excellent verbal, written, presentation, listening, and interpersonal communication skills
• Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
• Must be organized, detail-oriented and able to manage and prioritize tasks