Jobot
Overview
We are seeking a highly experienced and motivated Senior Financial Advisor to join our team. The ideal candidate will have a proven track record of leading client relationships and bringing a book of business or network that can be leveraged. This individual will be expected to manage and grow a portfolio of high-net-worth clients, providing them with tailored financial advice and solutions to help them achieve their financial goals. Base pay range
$150,000.00/yr - $220,000.00/yr Salary and benefits are offered based on skills and experience. Learn more by talking with the recruiter. Why join us?
Firm covers 90-95% of Medical, Dental, Vision Flexible schedule Remote work Guaranteed base salary + incentive bonuses 401k match up to 3% Profit sharing options Travel expenses covered for company outings or meetings Responsibilities
Cultivate and maintain client relationships, building confidence by demonstrating expertise and addressing ongoing client needs. Lead client meetings throughout the wealth planning process to identify complex challenges and offer innovative solutions that help clients achieve their objectives. Collaborate with a team of wealth advisors to deliver comprehensive wealth management advice, including personalized investment portfolios for high-net-worth clients. Support the growth of new client relationships in partnership with strategic collaborators. Dedicate to ongoing professional education and contribute to team development at every level. Provide training and mentorship to associates across the wealth advisory team. Qualifications
Bachelor’s degree required. 10+ years of experience in financial planning, accounting, legal, or other relevant fields. Series 65, CFP, or CFA certification required. Skills and Knowledge
Wealth management experience, including fee-based consulting, tax, mutual funds, money manager programs, insurance, and financial planning. Proven experience working with high-net-worth or ultra-high-net-worth clients. Proficient in financial planning and investment software (eMoney, MoneyGuide Pro). Strong interpersonal, relationship management, and communication skills. Experience in talent development, including training and mentoring team members. Strong organizational and time management abilities in a high-energy setting. High attention to detail. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with applicable laws.
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We are seeking a highly experienced and motivated Senior Financial Advisor to join our team. The ideal candidate will have a proven track record of leading client relationships and bringing a book of business or network that can be leveraged. This individual will be expected to manage and grow a portfolio of high-net-worth clients, providing them with tailored financial advice and solutions to help them achieve their financial goals. Base pay range
$150,000.00/yr - $220,000.00/yr Salary and benefits are offered based on skills and experience. Learn more by talking with the recruiter. Why join us?
Firm covers 90-95% of Medical, Dental, Vision Flexible schedule Remote work Guaranteed base salary + incentive bonuses 401k match up to 3% Profit sharing options Travel expenses covered for company outings or meetings Responsibilities
Cultivate and maintain client relationships, building confidence by demonstrating expertise and addressing ongoing client needs. Lead client meetings throughout the wealth planning process to identify complex challenges and offer innovative solutions that help clients achieve their objectives. Collaborate with a team of wealth advisors to deliver comprehensive wealth management advice, including personalized investment portfolios for high-net-worth clients. Support the growth of new client relationships in partnership with strategic collaborators. Dedicate to ongoing professional education and contribute to team development at every level. Provide training and mentorship to associates across the wealth advisory team. Qualifications
Bachelor’s degree required. 10+ years of experience in financial planning, accounting, legal, or other relevant fields. Series 65, CFP, or CFA certification required. Skills and Knowledge
Wealth management experience, including fee-based consulting, tax, mutual funds, money manager programs, insurance, and financial planning. Proven experience working with high-net-worth or ultra-high-net-worth clients. Proficient in financial planning and investment software (eMoney, MoneyGuide Pro). Strong interpersonal, relationship management, and communication skills. Experience in talent development, including training and mentoring team members. Strong organizational and time management abilities in a high-energy setting. High attention to detail. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with applicable laws.
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