Wealth Management Advisor
: Job Details :

Job Description: Our client is a fee-based boutique wealth management firm located in Glastonbury, CT. They are seeking a Wealth Management Advisor to join their team. Qualifications You're comfortable and confident creating financial plans that work for your client and walking the client through the implementation You are fascinated by investment planning and want to learn more You love being busy and thrive when you're juggling multiple plans and meetings At least five years experience in wealth management/financial planning as client-facing lead advisor Expertise in investment management will be particularly helpful Bachelors degree in business, finance, or related field, or equivalent additional experience Series 7, Series 63 and 65, or Series 66 registered and insurance licensed; CFP® or in progress Extraordinary client service orientation; genuine interest in caring for clients Strong math, basic accounting, research, and analysis skills Professional oral and written communication skills Ability to multi-task, prioritize, and manage time effectively Pragmatic problem solver Goal-oriented, self-motivated, and results-driven Ability to work independently and as part of a small, collaborative team Readiness to roll with changes and pitch in to do what needs to be done At least 5 years experience in financial planning Responsibilities As a Service Advisor, you will manage a portfolio of client relationships, leading client meetings, the financial plan manufacture process, and ongoing maintenance You will use the skills and experience you bring to immediately care for these clients and their families At the same time, the Managing Partners will train and mentor you in our unique and advanced service offerings, empowering you to continually expand your expertise Sales and business development are primarily Managing Partner functions Your role with a new client is to facilitate a smooth hand-off from the Managing Partner, establish a trusting relationship, deliver the experience and phenomenal service Coordinate the overall client engagement, financial plan manufacture process, and client communications Lead client meetings, document decisions and action items, and coordinate follow-up with other staff and clients to ensure deadlines and quality control standards are met Assemble materials for client meetings, including agenda, reviews, financial plans and programs, investment observations and recommendations, required data, and presentations Investigate potential implementation strategies, insurance products, investment products, or other elements for inclusion in financial plans; present analysis and recommendations to Managing Partners Coordinate plan manufacture activities with team resources for more complex plans, as needed Ensure information and strategy are communicated to Managing Partners and team members as needed Coordinate implementation of the plan with the team to ensure insurance/risk management and investment recommendations are brought to fruition Regularly review client performance against the plan Produce client recommendations, strategies, cash flow plans, road maps, and proposals Stay current with market updates and relevant products Benefits We offer a competitive pay and benefits package with financial growth opportunity commensurate with your growing contribution to the firm Pay: $80,000.00 - $120,000.00+, commensurate with experience, per year 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance 8 hour shift Bonus pay Financial Planner Recruiting, LLC's policy is to not discriminate against any applicant for employment or any employee because of age, color, sex, disability, national origin, race, religion, or veteran status. Required Skills: • Management