Job Description

Reports to: Senior Management

Job Summary:

The Wealth Advisor/Certified Financial Planner is responsible for maintaining existing clients and helping to grow and expand the firm.

Duties and Responsibilities:

The Wealth Advisor/Certified Financial Planner can expect to focus on the following areas:

Manage client relationships with extensive client contact.
Ability to deliver comprehensive financial plans to clients.
Oversee the processes of opening accounts, drafting correspondence to clients, transferring/distributing assets.
Respond to direct client requests.
Actively manages a client portfolio for the overall development and management of an investment strategy.
Continued development of new business. Developed through independent means and utilizing professional networking and direct solicitation.
Qualifications

The Wealth Advisor/Certified Financial Planner position typically requires the following qualifications:

Minimum of 5 years of general Wealth Advisory and Portfolio Management experience interfacing with HNW clients.
Bachelor’s degree is required, an advanced degree is preferred but not required.
Established network of accounting and legal professionals in the local and regional markets.
Familiarity with investment, trading, CRM and other client reporting applications preferred.
Strong communication skills
Self-starter, takes initiative
Designations: CFP Preferred

Salary and Benefits: Pay/benefits are competitive based on industry standards
Salary will be based on experience
Benefits include health care and 401(k)

Rewards:

Competitive base, bonus, and comp structure with excellent benefits.
Rewarding culture and team within a client focused, family-oriented firm.

HCR Wealth Advisors is an Equal Opportunity Employer

To apply for the Wealth Advisor/Certified Financial Planner position, please send your resume in response to this ad.

Job Type: Full-time

Benefits:
401(k)
401(k) matching
Health insurance
Paid time off

Schedule: 8 hour shift Day shift Monday to Friday

Supplemental pay types: Bonus pay, Commission pay

Work Location: In person


Listing Age
429 days old
Listing Updated
March 10, 2024
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