Wealth Advisor

**GENERAL JOB DESCRIPTION** We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing sound financial advice to a wide range of individuals. The successful candidate joins a highly professional team that provides strategic advice to clients including, but not limited to, cash management, insurance analysis, retirement, tax & estate planning, and investment advisory services. **MAJOR DUTIES AND RESPONSIBILITIES** - Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success. - Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory. - Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs. - Client relationship development and management, including ongoing and regular client contact and communications. - Client meeting preparation: review all required paperwork prior to meetings. - Actively engage with clients to update financial planning goals, objectives and strategies. - Gather client information and create or update planning projections and recommendations through eMoney (prior experience preferred but not required), as well as other proprietary planning tools. - Work closely with the Investment Team to assist with the investment management process. This includes the coordination of the comprehensive planning and wealth management strategies. - Participate in business development process with prospective clients. - Maintain and grow your financial planning and investment knowledge through continuous reading of periodicals, white papers, research reports and other industry publications. **EXPERIENCE/CREDENTIALS** - Bachelor’s degree in Accounting or Finance preferred. - 5+ years of relevant experience dealing with wealth management clients and/or services. - Certified Financial Planner (CFP) - Investment management, third party certification or licensing by relevant agency or association an added plus. **COMPETENCIES** - Working knowledge of planning strategies and solutions. - Ability to work in a team environment, but also comfortable leading the effort when called upon. - Knowledge of investments and macro-economics as they relate to clients’ investment goals and objectives. - Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients. - High attention to detail. - Strong written and oral communication. **FEATURED BENEFITS:** - Medical Insurance - Dental Insurance - Vision Insurance - 401(k) - Health Savings Account - Paid Maternity Leave - Paid Parental Leave - Tuition Reimbursement