The Misch Group
Financial Advisor
We are looking to add an experienced Financial Advisor(s) to our team. We are a SEC registered RIA firm that is relationship-focused, providing comprehensive wealth management and retirement income planning for a diverse client base. As an advisor on our team, you will use your knowledge and skills obtained through experience, education, and training to help ensure clients achieve their financial plans.
This position is a perfect opportunity for a Financial Advisor who wishes to be part of a Team, not in a large corporate organization, who wishes to consistently have a positive effect on people’s financial lives. A growing business for over 30 years, our full service financial planning supports clients from wealth accumulation through retirement and wealth preservation.
The candidate for this position will need to possess the following:
Responsibilities
Demonstrate proficiency in financial planning principles.
Assess and determine clients' financial objectives, risk tolerance, income, expenses, insurance coverage, tax status, and other information needed to develop a financial plan.
Demonstrate a willingness to go above and beyond for exceptional customer service.
Be comfortable as a key component in a small team of professionals.
Be detail oriented with a commitment to accuracy.
Simplify complex financial concepts while building relationships with clients.
Support back-office improvements to better support advisor activities.
Experience with systems such as Junxure, Morningstar, TD Ameritrade, SEI and American Funds is a plus.
Proficiency with Windows and Microsoft Office.
Education and/or Requirements
Polished, friendly, professional demeanor.
CFP certificate, or in process.
New Certified Financial Planner (CFP) considered depending on other experience; otherwise a minimum of 3 years of experience in financial services industry.
FINRA Series 7 and 66 and/or 65 strongly preferred.
Ability to successfully pass a background and credit check.
Experience in an independent financial services firm preferred.
Bachelor’s degree, preferably in finance, accounting, or related field.
Impeccable SEC and FINRA record, clean U4.
CPA or EA with personal income tax experience is a strong plus.
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This position is a perfect opportunity for a Financial Advisor who wishes to be part of a Team, not in a large corporate organization, who wishes to consistently have a positive effect on people’s financial lives. A growing business for over 30 years, our full service financial planning supports clients from wealth accumulation through retirement and wealth preservation.
The candidate for this position will need to possess the following:
Responsibilities
Demonstrate proficiency in financial planning principles.
Assess and determine clients' financial objectives, risk tolerance, income, expenses, insurance coverage, tax status, and other information needed to develop a financial plan.
Demonstrate a willingness to go above and beyond for exceptional customer service.
Be comfortable as a key component in a small team of professionals.
Be detail oriented with a commitment to accuracy.
Simplify complex financial concepts while building relationships with clients.
Support back-office improvements to better support advisor activities.
Experience with systems such as Junxure, Morningstar, TD Ameritrade, SEI and American Funds is a plus.
Proficiency with Windows and Microsoft Office.
Education and/or Requirements
Polished, friendly, professional demeanor.
CFP certificate, or in process.
New Certified Financial Planner (CFP) considered depending on other experience; otherwise a minimum of 3 years of experience in financial services industry.
FINRA Series 7 and 66 and/or 65 strongly preferred.
Ability to successfully pass a background and credit check.
Experience in an independent financial services firm preferred.
Bachelor’s degree, preferably in finance, accounting, or related field.
Impeccable SEC and FINRA record, clean U4.
CPA or EA with personal income tax experience is a strong plus.
#J-18808-Ljbffr