Financial Planner

Sep 12, 2016
Oct 08, 2016
Employer Type
Direct Employer
Employment Type
Full Time
Job Description:

A well-established firm located in Westport, CT (about 60 miles from NYC) is seeking a Wealth Advisor for our fee-based financial planning and investment advisory firm. We are very interested in you if you desire a career in Wealth Management, are currently a registered CFP?? or are pursuing the CFP?? certification. We also want to talk to you if you are a CPA?? or EA?? and have built or want to build a book of business. This position provides an opportunity to advance within a quickly growing firm that does not make sales calls, but instead focuses on nurturing our existing client relationships. You might be a good fit for this position:• You are currently working as a solo financial advisor and desire to work in a well-established ensemble;• You want to grow your established financial services practice with the support and strength of a well-established practice;• You desire a fee-based environment instead of a commissioned environment. Responsibilities Include, but are not limited to: • Analyze, research, and implement financial solutions with clients;• Demonstrate excellent people skills by being confident in the delivery of advice to clients via conference call or face-to-face meetings-excellent verbal and non-verbal communication a necessity;• Maintain high ethical standards/confidentiality at all times;• Continuously monitor clients' financial situations with detail and accuracy with the ability to the look at the big strategic financial picture;• Ability to work with our marketing team to create a marketing strategy for you to attract high-net-worth client relationships• Full knowledge of investment management philosophies, products and providersBenefits: • Competitive salary based on your experience and benefits including health insurance, generous vacation time, and holidays. If you are bringing an established client base with you, we are very open to discussing how you would be paid on your clients while enjoying benefits of back office support and other overhead;• Unlimited growth opportunities;• Certain relocation expenses if applicable (to be discussed in more detail when offer letter is presented);• Mentorship and learning opportunities;• Great working environment with professional growth opportunities. Required Qualifications • Will consider candidates in all stages of CFP?? certification, but CFP?? certificant preferred OR CPA?? or EA?? designation;• Passionate about the financial planning industry and aspirations for a long-term career path;• Professional and knowledgeable about financial planning;• Knowledge of the securities industry, financial planning and investment management;• Strong verbal and written communication skills;• Strong persuasive and interpersonal skills;• Ability to identify, meet, and follow through with client's needs and requirements;• Must be a self-starter and a problem solver;• Must interact effectively with office staff and be a goal-oriented team player;• Strong attention to detail;• Must demonstrate excellence in organizational and time management skills;• Able to perform multiple tasks efficiently and accurately;• Able to meet deadlines and deal with the uncertainty of market fluctuations;• Exceptional phone and client service skills, positive and upbeat attitude at all times;• Ability to take initiative, no matter how big or small the task. Qualified candidates will have a 30 - 60 minute phone interview conducted by our consultant who is the hiring manager on this position.