Financial Advisor

Job Description:
Our client is a boutique RIA seeking a Financial Advisor to join its teamIf you are looking for the opportunity to grow at a firm long term, be client-facing, and be part of a great team, this is the opportunity for youResponsibilities Conduct client meetings Attend and help close prospective client meetings and help onboard new clients Prepare and make recommendations on client investment portfolios, asset allocation, and initial security selection Collect, organize, and review data gathered from clients for financial planning Enter data into financial planning software Operate CRM software database (AdvisorEngine/Junxure) Serve on the investment committee, help determine the firm investment strategies, and be able to communicate and present philosophy to clients and prospects Use eMoney to prepare and present financial plans, including entering data, running reports, and accurately managing financial planning software Solve financial planning, insurance, tax, retirement, and estate issues
Qualifications:
Bachelors degree CFP Designation At least 3-5 years of experience in financial planning and client management Knowledge of primary financial planning concepts:
investments, insurance, taxes, mortgages, Social Security, estate planning, etc Project management skills Ability to identify and meet client needs, with strong attention to detail and clear and concise communication Salary range and
Benefits:
Base salary of $75,000 - $125,000 Health, dental, vision, life, and disability insurance- 100% paid 401k and profit-sharing plan and participation in a Revenue-based Compensation Plan after one year Great PTO Policy, plus paid holidays Paid CFP certification, paid FPA membership Potential ownership opportunity down the road Recommended Skills Attention To Detail Certified Financial Planner Databases Finance Investment Strategy Investments Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.