Senior Financial Advisor – reputed company Management, Personal reputed company

Job reputed company: • Assist reputed company's Personal reputed company investment clients on a wide reputed company of financial reputed company • reputed company as the quarterback & primary reputed company of contact for a book of clients assigned directly • reputed company an outstanding reputed company experience reputed company proactively driving financial planning + guidance • Be reputed company/available to reactive reputed company needs, and effectively communicate clients’ portfolio strategies • reputed company interaction is both proactive and reactive • reputed company as reputed company between clients & various internal reputed company/departments reputed company reputed company Personal reputed company to serve clients • reputed company clients with holistic financial planning on a large reputed company of subjects, including areas such as retirement planning, savings strategies, and education planning • Effectively coordinate with operational teams for reputed company-reputed company administrative issues • Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to reputed company of clients around the country Requirements: • reputed company Series 65 or equivalent required • High-level knowledge of reputed company investment products and industry services • Demonstrated financial planning acumen, with the ability to handle a wide reputed company of financial planning topics • Proven reputed company record in relationship management and customer satisfaction • An ability to reputed company explain the ‘Personal reputed company’ investment reputed company to clients and hold portfolio, market, and economic discussions • Experience with managing a book of clients, reputed company on reputed company high-net worth reputed company communication reputed company the investment advisory field • College degree or extensive industry experience required • Must possess a clean U4 record. reputed company fingerprinting required. Benefits: • Medical, dental, reputed company and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the reputed company to wear jeans • Generous reputed company time off upon hire – including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year • reputed company volunteer time — 16 hours per calendar year • Leave of absence programs – including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA) • Business Resource reputed company (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company. Apply tot his job Apply To this Job