What are the responsibilities and job description for the Wealth Advisor position at Thompson Wealth Management?
Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona. In this role, you'll have the opportunity to build your own client base with the support of our extensive lead generation efforts. We handle your calendar with qualified appointments—no cold calling required. You'll also benefit from top-tier training and mentorship from industry professional Neal Thompson, equipping you to provide exceptional financial guidance to clients navigating life's complexities.
Position Expectations :
In this role, you will be responsible for creating and maintaining new client relationships, as well as providing top tier advisory services. You will take initial consultations that we provide for you and use every opportunity to partner with those prospective clients. Responsible for giving them the resources and education they need to build a stronger financial future.
Client Transition : Advisors will be transitioned $25M in AUM within the first 2 to 4 months.
Marketing & Lead Generation : TWM handles all marketing, lead generation, and pre-meeting data gathering. Prospective client appointments are automatically added to the advisor's calendar. While advisors are encouraged to prospect and network, it’s not a requirement. We believe our marketing allows a self-motivated, growth-minded advisor to bring on $20M in new AUM each year.
Client Service Team : Full support with paperwork and client onboarding.
Real Team Approach : Work in a collaborative environment that fosters growth.
Mentorship : Work closely with our CEO for guidance and training.
Essential Job Functions :
Independently provide excellent client service while effectively collaborating with the team.
Lead and present our Proven Process confidently in consultations with prospective clients and produce retirement projection reports & investment reports.
Build Financial Plans utilizing eMoney and other financial software
Promote firm-established investment models and strategies that are suitable for each client’s needs.
Provide recommendation strategies in a clear, supporting, and helpful manner to help clients achieve their short and long-term goals.
Service and actively source opportunities from existing client base.
Implement a structured communication strategy with clients and prospects, ensuring engagement at least once every quarter.
Become expert in Federal Benefits and stay-up-to-date on changes / adjustments.
Demonstrate active listening skills and communicate relatable experiences during client interactions.
Actively source opportunities from existing client bases and develop a plan for expanding the COI network.
Stay abreast of financial planning news and lead by example in technology adoption and financial planning mastery.
Keep a pulse on the job market with advanced job matching technology.
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