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3 days ago Be among the first 25 applicants

Compensation: $110,000 - $130,000, based on experience

We are a Cedar Rapids-based wealth management firm. Our culture of care and accountability help us champion our clients futures. We pride ourselves on our client-centric approach, employing a combination of investment management, retirement planning, and legacy wealth strategies to craft truly individualized financial plans. Our culture is built upon unwavering integrity, positivity, and a sincere appreciation of shared success, both in how we serve our clients and how we work together as a team. We have been recognized as the #1 CBJ Coolest Place to Work in the small business category!

We are excited to announce a new opportunity for a Financial Advisor to join our practice.As part of a larger team, we would combine our experience, sound judgment, and highly personalized service with yours to provide a world class experience for our valued clients. Together we would build and enrich client relationships while upholding our firms values and commitment to client service.

In your new role, you can expect to:

• Manage client relationships while creating and maintaining financial plans which meet their individual needs and goals
• Prospect and earn new clients to help achieve firm growth and revenue goals
• Assist in the integrated tax and wealth management of clients assets, including investment, estate, financial, tax, and philanthropic needs.
• Oversee tax planning for a designated client base.
• Understand and apply the benefits of an integrated tax planning software with the SFS client service model.
• Enhance the integration of various disciplines within the wealth management platform (tax, estate, charitable, investment, risk mitigation, and financial).
• Comprehend the philosophy and mechanics of the investment strategy.
• Review cases and set up, prepare, and implement action steps for client reviews in conjunction with colleagues.
• Maintain and enhance client service levels as part of a larger service team.
• Participate in designing new prospective cases.
• Monitor tax, philanthropic, and planning issues as they arise.
• Provide candid feedback for firm growth decisions, drawing from your experience.
• Business development, relative to identifying and onboarding new wealth management clients.
• Review estate plan documents, tax situations, and other financial planning topics.
• Oversee and partner with targeted clients to review and evaluate tax returns and compliance for assigned clients.
• Ensure timely completion of tax-related research, data gathering, and presentation materials.
• Present components of comprehensive financial plans to clients.
• Manage scheduled client contact, including preparation, agenda setting, and follow-up.
• Collaborate with the investment team to manage tax issues in client portfolios.
• Act as an internal expert on tax planning, compliance, and administration.
• Monitor and review client quarterly tax estimates and provide custom recommendations.

Qualifications for this opportunity include:

• Bachelors degree in math, finance, accounting, or business preferred
• 5 years of experience in the industry
• 3+ years of experience in financial or accounting services
• Series 7, 66 and Life and Health license are preferred (or obtained in within 12 months)
• Holistiplan experience preferred
• Experience in client-focused planning activities in the high-net-worth space is desirable.
• Professionalism and the ability to thrive under pressure
• Excellent oral and written communication skills
• Strong problem-solving and critical-thinking skills
• Positive attitude and enthusiasm
• Confidence and adaptability
• Flexible in embracing change
• Drive to help clients and co-workers
• Willingness to learn

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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