Responsibilities
- Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing
- Developing new client relationships through contacts and networking
- Developing business through retail custodial branches at Charles Schwab, Fidelity, and TD Ameritrade
- Servicing and advising clients relative to their wealth management, investment, and financial planning needs
- Representing the firm in a positive and professional manner
Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures. Qualifications
- Four-year college degree (Bachelor's Degree in Finance, Business or Economics is preferred)
- Professional Financial Designation (CFP® or CFA designations preferred)
- Financial Planning Experience
- At least seven years of industry experience
- Must have $10 million in transferrable managed accounts
- Strong communication and presentation skills
- Ability to handle multiple tasks and complete in a timely manner
- Ability to work with a team, yet be a self-starter
- Proficient in Excel, PowerPoint and Outlook
Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.