The Company: At Bennett Associates Wealth Management, we specialize in creating personalized financial strategies to help clients achieve their short- and long-term financial goals. We recognize that every client's financial journey is unique, so we develop a tailored plan that aligns with their specific objectives. Our approach includes thorough financial analysis and a commitment to always acting upon our clients' best interests. Guided by our mission and core values, our ultimate goal is to provide unbiased, comprehensive, and effective strategies that promote financial prosperity for the individuals and families we serve. The Position: We are looking for an ambitious Financial Advisor to join our dynamic team. You will have the opportunity to service and grow an existing book of business, working closely with senior advisors to gain first-hand knowledge and experience. This role is ideal for someone currently employed at a wealth management firm who is seeking a more meaningful growth opportunity and the potential to become a partner. Responsibilities:
- Preparing financial plans using our planning software eMoney
- Leading client meeting and presentations
- Assisting with business development efforts
- Executing client trades
- Assisting with the processing of client requests
- Being a liaison between client and third parties (CPAs, accountants etc.)
Qualifications:
- Experience as a Financial Advisor in a wealth management firm
- BS in Finance or related field
- Series 65 (required within 90 days of hire)
- CFP or CFA designation (preferred)
- CFP designation (required within 18 months of hire; company sponsored)
Salary + Benefits:
- Competitive compensation BOE
- Discretionary 401(k) contributions of up to 25% of compensation
- Medical, Vision, & Dental Insurance
- Company paid continuing education & professional development
- Bonus opportunities based on performance and company success
- Paid time off (PTO)