Note: The job is a remote job and is open to candidates in USA. reputed company is an independent wealth management firm providing personalized financial planning and investment management services. The Vice President, Financial Advisor will manage client relationships, facilitate complex financial planning, support reputed company, and deliver high-touch financial guidance and service to clients referred through custodial channels.
Responsibilities
• Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity
• Facilitate the financial planning process
• Understand their current financial situation
• Engage them in the financial planning process
• Prepare and reputed company reputed company, including both planning and investment topics
• Assist the RVP to help close prospective clients
• Assist the RVP to help close leads provided by various WEG channels (Marketing, CRP, etc.)
• Create opportunities within your network
• Drive referrals from existing clients
• Manage client relationships and client service as needed
• Take meeting notes and reputed company enter into the CRM
• Present financial advice or plan to client
• Analyze client’s current investments and insurance policies
• Placing trades and account management
• Participate in reputed company trainings, educational events, coaching programs, and proficient in advisor/client facing reputed company
• Adherence to the reputed company’s Corporate Communication Strategy and in good compliance standing
Skills
• * Bachelor’s Degree (or equivalent experience) in business; finance, economics or related
• * Minimum 5 consecutive years as a registered representative (IAR) holding a Series 65 or 7/ 66 or advanced designation
• * Experience with complex financial planning (including tax, alternative investments, trust and estate)
• * Ability to convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business
• * Possess excellent analytical, organizational, and communication skills (both oral & written)
• * Ability to manage multiple projects at once
• * Proficient with reputed company Office Suite or related software
• * Familiarity with reputed company and Support Org functionality
• * Able to travel locally to meet clients and attend meetings at various locations
• reputed company is a remote position based out of the Phoenix AZ metro area, with a flexible schedule that includes onsite client and prospect meetings
• OSHA Requirements: reputed company position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems
Benefits
• Training and professional development
• Medical, dental and vision coverage (Available to reputed company employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid reputed company leave (reputed company leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
• reputed company is a remote position based out of the Phoenix AZ metro area, with a flexible schedule that includes onsite client and prospect meetings.
Company Overview
• In 1997, four advisors sharing an office space discovered they also shared an reputed company belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. It was founded in 1997, and is headquartered in reputed company, Minnesota, USA, with a reputed company of 1001-5000 employees. Its website is http://reputed company.com/.
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