Job description

Position: Financial Advisor
Location: Wilmington, DE (Onsite)
Fulltime

Responsibilities and Time Allocation

Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

~25% Business Management & Client Care

· Review work methods and procedures for possible quality improvements and efficiencies and implement them when appropriate

· Assign and delegate work and provide feedback, when appropriate, to other practice support staff

· Act as a technical resource and provide training and support to other practice members

· Set up and maintain client management system (i.e. Salesforce)

· Write notes or letters to clients on personal letterhead

· Review and respond to emails as necessary

· Maintain files and records in accordance with the records retention policy

~50% Client Financial and Service

· Meeting semi-annually with each client that Associate advisor services

· Scheduling client meetings and managing a successful client service model

· Prepare for client meetings focused on planning discussions

· Gather and enter client data into Financial Planning Tool Suite

· Create planning deliverables

· Perform case analysis and develop recommendations

· Conduct and/or participate in client meetings to present recommendations/deliver advice

· Track/hold clients accountable to agreed upon actions

· Answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts

~25% Product Solutions

· Assess the client’s risk tolerance

· Assess the client’s goals and time frame

· Recommend portfolio/robust product solution that will fit the client’s risk tolerance, goals and time frame

· Run illustrations and hypotheticals

· Persuade clients to act upon suitable advice/recommendations

· Execute appropriate trades to align with proposed portfolio

· Monitor economy, markets, and world events to determine any required strategic rebalancing

· Conduct transactions (investment trades) on behalf of clients

Key traits of a successful associate financial advisor
· High level of interpersonal skills
· Ability to recommend suitable investment products and services
· Success at planning and managing resources (time, people, budget) to run optimal practice

Education and other designations:
· Bachelor’s degree or higher
· 5 years of financial services industry experience, 3 years of advisory experience
· Valid Series 7, Series 66, and State life, accident and health insurance licenses

Job Type: Full-time

Pay: $120,000.00 - $160,000.00 per hour

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person

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