Our client is a growing wealth management firm seeking a REMOTE Senior Wealth Advisor to assist us in helping those we serve achieve their financial goals.

A Wealth Advisor will establish new relationships with families in addition to providing advisory services and support to those we currently serve. We will provide the ideal candidate with the resources needed to grow and serve both current and new families.

WHAT TO EXPECT:

• Provide information/education to clients about the purpose and details of financial products, services, and strategies.
• Source prospective client opportunities by capitalizing on networking and referrals.
• Promote established investment models, strategies suitable for our targeted clients, and the firm's wealth enhancement and planning services.
• Servicing client needs and requirements as determined through client interaction.
• Adhere to all company and industry supervisory guidelines and policies.
• Participate in all firm meetings, training, and client events and maintain all continuing education requirements of a wealth advisor plus required training elements.
• Provide positive and professional service to the client base assigned.
• Handle all communication with the client base, including phone calls, emails, and meetings.
• Review investment products currently held in client's accounts and reallocate to the appropriate model to help clients meet their financial objectives.
• Build and maintain a relationship with the client base with a main focus on service and operations and a minor focus on acquiring new clients.

WHAT YOU NEED:

· A genuine interest in serving and caring for other people

· Excellent interpersonal and communication skills

· Excellent attitude and an extraordinary client service orientation

· Excellent organizational and time management skills

· Business development skills

· Ability to handle multiple tasks and priorities simultaneously

· Desire to work in an environment that will allow you to serve existing relationships better

· 7 or more years of investment advisory experience

· Bachelor's degree or higher is strongly preferred

· Active Series 65 or 66

· Life, Health and LTC Licenses preferred

· Clean U-4 and U-5 history

· Certified Financial Planner (CFP®) preferred

· 25 MM in AUM to transition

Compensation:

Base salary plus bonus potential, starting at $80k+. 401k with match, health benefits, the potential for career growth, and a great working environment.

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.