Address
Form of workPHILADELPHIA, PA
SALARY = $100,000 to $125,000
Are you a Financial Advisor with a proven track record of providing exemplary service to your clients? Is the passion you have for client service matched by your passion for community involvement? Are you looking for a new opportunity to be part of a growing team with the infrastructure in place to allow you to deliver a holistic planning process? Does working collaboratively with an established team in an entrepreneurial environment sound like fun? Do you take the long view of opportunities and get excited by the process of achieving success?
If you are looking for an opportunity in the independent channel to join an established firm and partner with a successful leader, the opportunity to join us as an Associate Advisor may be for you.
Our firm:
- Is one of fewer than 70 B-Corps in the financial industry in the entire country. We are fierce advocates of social and environmental responsibility. SRI and ESG are not opt-in programs; this is the way we manage money.
- Sustainable investing, sustainable business practices, community advocacy, philanthropy, and
- Works for some of the most amazing people in the country. Affluent individuals, families and privately-owned businesses entrust us with their retirement and investment goals and dreams. Services offered include full financial planning, investment management, retirement income planning, and protection planning strategies.
- Not only wants our clients to succeed, we want our staff to succeed as well. We make sure to practice what we preach, and help our team engage in their own success. We deliver training, mentoring, and numerous opportunities for personal and professional growth to all those who join the team.
- Is a highly respected wealth management firm. We are very selective about whom we bring on board and with whom we do business.
- Has a deep commitment to work/life balance, so our admin staff works 7-hour days, and we hope our advisors don't work much more than that. We have exceptional procedures and robust workflows to ensure the utmost efficiency with your business, and to accommodate for slightly shorter workdays.
Embracing the fresh and unique points of view that new teammates bring to the table is highly valued at our firm. Here are some of the attributes we are seeking in a new member of the team:
- Energy and enthusiasm
- A strong desire to be a team player
- Commitment to exceeding client expectations
- High emotional intelligence: resiliency, emotional regulation, self-awareness, social awareness, communication skills, interpersonal skills, ability to manage conflict
- Humility and compassion; patience and empathy
- Maturity
- Meticulous listening skills
- An ability to work autonomously as well as collaboratively to contribute to the overall excellence of the client experience
- Flexibility and openness to work on varied priorities
- An ability to learn quickly and improve upon established methods
- Excellent communication and relationship management skills; ability to convey complex ideas in easy-to-understand terms
- Excellent process and detail orientation skills
- An ability to quickly connect with others and to build solid relationships within the firm and across the client base
- A steady desire to be a long-term contributing member of the team
- A long view of the opportunities presented by the firm, and the industry overall
In your role as an Associate Advisor, you can expect to:
- Work alongside the team to adopt the firm's philosophies, strategies, values, and standards for existing clients and referrals that are assigned to you
- Collaborate with the team to master the processes and systems that underlie the firm's value proposition
- Ensure a consistent experience for all clients of the firm through:
- Producing client deliverables in a timely, accurate, and informative manner
- Conduct review meetings in conjunction with the lead advisor.
- Ease the advisors' capacity issues by servicing existing clients and new incoming referrals.
- Monitor account alerts.
- Generate review meeting materials for client presentation.
- Continuously maintaining relationships with clients and understanding their unique circumstances, connections, talents, interests, etc.
- During review meetings, analyze clients' income, expenses, assets, and debt situation (at least annually), and document appropriately.
- Review clients' goals and risk profile.
- Recommend solutions to help clients achieve goals; including appropriate investment and insurance solutions.
- Attend client meetings, take notes, create summary letters and file notes, and perform necessary follow-up.
- Responding to client service needs throughout the year
- Provide outstanding client service by responding to incoming phone calls from clients and addressing their questions and concerns.
- Stay current on trends within the financial planning and investment arena
- Serve in support of the entire team on tasks such as money movement (contributions, withdrawals, journals, etc.) to tax loss harvesting.
- Other tasks as needed for the team to excel and function optimally.
This position is best suited for:
- An outstanding independent Financial Advisor, perhaps a sole practitioner, seeking a more robust working environment with better resources.
- An advisor from a wire house channel who is ready to be independent but does not want to be alone.
- Bachelor's degree required
- Series 65 a bonus
- Advanced degree or designation (MBA, CFP®, or AIF) highly desirable
- A clean U-4
- Minimum of seven years of experience as a fee-based advisor
- Strong computer desktop skills: Office365, RightCapital
- Demonstrated community involvement and advocacy
- Demonstrated job stability and commitment to career progression
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!
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