We are looking to hire a financial advisor to manage existing and future client relationships as our firm sets the stage to accelerate growth. Our ideal candidate is someone that is reliable, dependable, and very loyal. They have a strong sense of doing the right thing and should be passionate about helping others. As an Advisor, you will work in a client-focused, team-centered environment to support the firm's client service and business development efforts. The position is a salaried plus incentive pay position not centered around sales.
The main responsibilities for this position include:
Quarterbacking the client experience at Imperium Wealth Management for your clients
Working together with other firm professionals to ensure that the suite of recommendations being made are the most advantageous to the client and in their best interests
Heading up and developing the financial planning division
Keeping up-to-date with cutting edge financial planning techniques
Analyze, draft, edit, and deliver comprehensive financial plans to clients
Excel in incredible follow up skills with clients
Ensure retention of the firm’s clients as well as generating referrals
Other duties as necessary—we are very much a culture where “that’s not my job” doesn’t work
It’s important that this candidate is a self-motivator that can work autonomously on a team without micro-management. However, at the same time, they will get behind executive leadership. The candidate must be able to act professionally and courteously in an exceptional manner with clients and other team members.
401(k) stripped of all expenses
Paid time off starts at 4 weeks for the first year, 5 weeks for the second year, then 6 weeks thereafter along with all market holidays
Access to all company resources
50% health insurance paid plus access to dental, vision, life, and other group insurance
Paid continuing education
Bachelor’s Degree minimum
5 years of client-facing wealth management or financial planning experience
Excellent communication, presentation, listening, and analytical skills
Satisfactory background check
Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
Must have positive, extroverted personality; someone easy to get along with
Ability to adapt and learn quickly
Provide financial planning guidance to the investment management, client service, and tax team
Self-motivated, dependable, resourceful, and, most importantly, loyal
Someone that does what they say they’re going to do
Additional Salary Information: Compensation will be a blend of base salary commensurate with experience with an incentive based on aggregate clients’ assets under management. Compensation for advisors with an existing book of clients also available.
We are a fee-only wealth management firm whose program takes a complete and comprehensive approach to managing all aspects of our clients’ financial lives. We develop comprehensive financial plans that are tailored specifically to our clients. We believe that a customized, written financial plan that focuses on the actual numbers instead of pretty pie charts is the keystone to financial success. ...We provide in-house portfolio management, tax planning, tax preparation, business planning, retirement plans, etc. all in the goal of having all things financial working in concert.