Financial Advisor

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Collaborate with existing clients while fostering new relationships with high net worth individuals, endowments & foundations, businesses, and qualified plans.

• Offer retirement planning, cash-flow modeling, estate plan evaluations and recommendations, tax strategy, and insurance guidance.

• Maintain consistent communication with clients to ensure they are on track to meet their objectives.

• Build trust and confidence with clients, acting as their primary advisor for wealth management requirements.

• Discuss investment objectives, risk tolerance, asset allocation preferences, cash flow needs, tax sensitivity, and potential life events.

• Execute investment strategies and coordinate necessary adjustments with the advisory team.

• Monitor and assess client investment portfolios and their performance.

• Provide insights on key factors that contribute to or detract from performance.

• Advise high net worth clients while consulting with mid-market institutional clients.

• Coordinate comprehensive wealth management strategies for individuals.

• Prepare consulting reports for institutions.

• Present plans clearly and effectively to clients.

• Pursue new business opportunities and promote advisory services and investment solutions.

• Enhance knowledge of financial planning software and technology.

• Log client and prospect interactions using Salesforce CRM.

• Participate in regular internal meetings.

• Report to the Managing Director of Wealth Management.

• Allocate time between NY and FL.

⛳️ Requirements

• Bachelor’s degree or higher qualification.

• Over 5 years of relevant experience.

• Series 6, 63, & 65 or Series 7 & 66 certifications required, or willingness to pursue upon hiring.

• Certified Financial Planner™ or a similar professional designation preferred, or the intent to obtain a comparable designation.

• Experience with Salesforce.com, Sales Navigator, and LinkedIn is advantageous.

• A demonstrated history of securing new business is a plus.

• Must be able to work on a schedule that accommodates client needs.

🏝️ Benefits

• Health, dental & vision insurance.

• Employer HSA contribution.

• Opt-out credit.

• 401k employer matching.

• Paid volunteer days.

• Gym reimbursement.

• Complimentary access to a Workplace Financial Advisor.

• Additional incentive or commission-based compensation anticipated.