Work with Us
Do you have superior client service skills and a great work ethic to contribute to an established and continually growing office? Our fast-paced financial advisory firm is looking for strong, detail-oriented candidates for several open positions. Our formula for success is to put our clients first. If you’re looking for the tools, resources and freedom to build a great future, please contact us today!
About the Lead Advisor Position
The Lead Advisor acts as an experienced advisor in the firm and manages existing client relationships. They may develop new client relationships and/or train and supervise other staff members. They are responsible for overseeing our core clients who have a significant impact of revenue for the firm.
A Lead Advisor will conduct client/client advisor(s) and front office personnel meetings and be able to lead the client/client advisor(s) through the decision-making process. This includes discussing the comprehensive plan, advance planning vehicles that are appropriate for complex client situations and the income gift and estate tax implication of each planning vehicle being considered. Complete coordination of the planning process with the client/client advisor(s).
About the Paraplanner Position
The Paraplanner supports the wealth management team through the financial plan and development process. This individual is responsible for the support and preparation of the financial plan development ensuring accuracy and working with the Advisory Team to ensure all commitments are completed and followed through in a timely manner.
This position requires a pro-active approach and ability to independently carry out the duties of the position. The ideal candidate should exhibit high standards, excellent communication skills, good judgment and ability to take initiative. The ability to effectively manage time and multi-task with attention to detail is critical to this role.
Questions? Contact us today!
407.299.4129 | firstname.lastname@example.org