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Form of workHybrid role: 2.5 days a week in your local office
Our client is a dynamic, boutique Wealth Management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic Wealth Management, retirement planning, and risk management.
They are adding an Investment Relations Advisor to support the firm.
Responsibilities
- Focus on growing clientele and generating new business
- Increase assets under management from new sources
- Develop new revenue opportunities to service new clients more effectively
- Connect with and develop relationships with client's next generation
- Build COIs (Center of Influences) and produce new clients through those relationships
- Maintain familiarity with industry and economic trends and apply knowledge to client service and relationships
Qualifications
- 2-5 years of experience in Financial Services
- Series 7 License
- Life & Health License
- 2+ years of experience in sales and/or Business Development
- Understanding and ability to articulate Financial Planning
Compensation
- $65,000-75,000 + base salary plus incentive opportunities. Overall compensation target $120,000-150,000 or more.
- Hybrid role: 2.5 days a week in your local office
