Lead Financial Advisor - CFP at Jobot
Stamford, CT 06901
About the Job
Fantastic opportunity for a Certified Financial Planner to be a personal CFO and manage clients' wealth plans!
This Jobot Job is hosted by: Jeremy Pike
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $100,000 - $300,000 per year
A bit about us:
Our firm is an industry leader dedicated to fostering a remarkable environment where everyone can prosper. For over two decades, our focus on teamwork and client satisfaction has driven our expansion to now managing over $19 billion AUM for our existing client base of over 4,000. We seek motivated individuals with a "How can I help?" mindset, eager to support and celebrate the achievements of clients and peers.
Why join us?
Each team member has an opportunity to own a part of our firm, which has earned countless Best Places to Work awards. Among the many benefits of our firm, we offer the following:
Job Details
Responsibilities:
Qualifications:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Jeremy Pike
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $100,000 - $300,000 per year
A bit about us:
Our firm is an industry leader dedicated to fostering a remarkable environment where everyone can prosper. For over two decades, our focus on teamwork and client satisfaction has driven our expansion to now managing over $19 billion AUM for our existing client base of over 4,000. We seek motivated individuals with a "How can I help?" mindset, eager to support and celebrate the achievements of clients and peers.
Why join us?
Each team member has an opportunity to own a part of our firm, which has earned countless Best Places to Work awards. Among the many benefits of our firm, we offer the following:
- Lucrative payouts
- Profit Sharing
- Fully-paid health benefits
- Work/life balance
- Flexibility
Job Details
Responsibilities:
- Oversees client relationships, provides an outstanding experience, and crafts, executes, and manages a wealth management strategy that aligns with their passions and goals.
- Utilizes internal and external resources to meet client needs in areas like Estate Planning, Tax Planning, Investment Management, Risk Management, and General Planning.
- Articulates our distinctive value proposition to potential clients and strives to position the firm as their trusted financial advisor.
- Actively develops and strengthens connections within the community.
- Builds and nurtures strong relationships with custodial retail branches in partnership with the national team.
- Leads a local service team with strong collaboration to ensure high client retention and satisfaction, maintaining an unwavering focus on exceptional service.
Qualifications:
- Must be a Certified Financial Planner and minimum of a Bachelor's degree
- Have a minimum of 6 years of experience in financial and/or estate planning within a professional financial services company or wealth management firm.
- Be proficient in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
100,000 - 300,000 /year
