Investment AdvisorOur latest partner is a rapidly expanding Registered Investment Advisor, a Certified B Corp, and a regional leader in ESG investing. Their team members are creative, forward-thinking, and progressive. They hail from diverse backgrounds, speak five languages, and are committed to making money a force for good.
We are looking to hire a dynamic investment advisor with financial planning experience.Responsibilities include maintaining client relationships, managing portfolios, creating financial plans for clients, formulating and implementing investment advice, developing new client relationships, and collaborating closely with colleagues on strategic planning and on social media campaigns.Duties and Responsibilities:Relationship management: Includes understanding client needs, goals, and personal circumstances to help meet their unique financial objectivesPortfolio management: Includes investment analysis, security selection, trading, rebalancingFinancial planning: Includes implementing strategies to achieve client retirement goals and provides assistance with budgeting, educational saving, charitable giving, and estate planningClient service: Includes portfolio reviews, account administration, and money movementsNew business development: Includes cultivating and closing opportunities with prospectsOperations: Includes the use of key CRM, portfolio management, and rebalancing systemsCommunity service: All employees are strongly encouraged to engage in community service as part of our B-Corp certification requirement and also be a community ambassadorIn sum, we want advisors/fiduciaries who are passionate about serving their clients and growing their book by working with various subject matter experts within our community of advisors and growth partners.Requirements:Minimum 3 years' experience in financial planning and investment advisory servicesBachelor's degreeSeries 65 registrationPortable BOB of $10mm AUM or more; ~90%+ managed money (ideally but we are flexible)No non-competes or non-solicitation clauses - if there are any, we may be able to manageClean U4Strong communication and listening skillsReliability and attention to detailProven business development abilityEmotional intelligence and resilienceTeam player, with leadership abilitySelf-reliancePositive "can-do" attitudeWriting, and social media skillsAbility to thrive in an entrepreneurial, collaborative, small company environmentWants to work remotely (however, local office(s) can be arranged if the advisor does not want to work on a remote basis.)Desired CFP® designation current or in progressBenefits:Salary based on experience and ability (competitive with industry standards)Bonus based on achievement of individual and team goalsHealth care, 401(k) planGenerous vacation/holiday benefitsFinancial support for professional accreditation/continuing educationLong term career opportunities