Lead Advisor, Pacific Northwest

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Collaborate with the Managing Director and Business Development Officer to assist in identifying new business development opportunities by participating in meetings with potential clients and custodian-sponsored events.

• Create plans to achieve client objectives and nurture new client relationships, including investment advisory, financial planning, and estate and tax planning services.

• Formulate strategies that enhance the client experience and support the Business Development Officer in expanding their practice through referrals and additional funding from existing clients.

• Prepare tailored investment proposals in partnership with the Business Development Officer and effectively communicate these proposals to clients.

• Offer financial planning guidance utilizing the eMoney financial planning platform and other technological resources.

• Deliver comprehensive wealth management services to high-net-worth clients with a focus on personalized service.

• Provide investment advisory services, encompassing asset allocation and recommendations for investment solutions.

• Conduct regular portfolio review meetings with clients and maintain proactive communication with them.

⛳️ Requirements

• A bachelor's degree from an accredited college or university, with a focus on finance or economics is required.

• Over 5 years of experience in the financial services industry, specifically in wealth advisory client service.

• Insight, judgment, and experience in financial planning and wealth management.

• Capability to thrive in a team-oriented environment.

• Unquestionable ethical standards and a strong work ethic.

• Excellent oral and written communication skills.

• Strong abilities in presentation.

• Proven track record of establishing priorities and achieving goals.

• Proficiency in the Microsoft operating system.

• Expertise in the eMoney financial planning platform.

• Familiarity with the Salesforce CRM platform.

• Possession of Series 65 or 66, or CFP or CFA, which can be utilized to waive the Series 65 or 66 requirement.

🏝️ Benefits

• Competitive Pay

• Medical, Dental, and Vision Insurance (starting day 1)

• Life and Disability Insurance

• Health Savings Account with a Company Match

• Flexible Spending Accounts including Dependent Care

• Wellness Program

• Tuition Reimbursement

• 24-Hour Employee Assistance Program

• Adoption Assistance

• Paid Family Care Time

• Paid Volunteer Days

• Variable Compensation