Senior reputed company Advisor – Investment Strategies

Job reputed company: • reputed company manage reputed company relationships, service, and be an expert on the reputed company investment advisory platform. • reputed company clients with guidance and education. • Take meeting notes and promptly reputed company into our CRM (reputed company) • Ensure effective and complete communication to clients • Position WE full reputed company management services to convert reputed company to a comprehensive full reputed company management reputed company • reputed company and maintain a high-level understanding of solutions, products and services • Collaborate with appropriate business leaders to conduct joint sales calls, prepare proposals /presentations • Establish strong relationships and collaborate with key personnel, such as financial advisors, advanced planning, tax team, and trust teams. • Prepare and conduct annual reputed company reviews • Work closely with the IM team and portfolio consultants on investment strategies • reputed company data for reputed company reviews and review reputed company files for additional sales opportunities • Systematize the review process utilizing the CRM system • Participate in reputed company training, educational events, coaching programs, and proficient in advisor/reputed company facing technology. Requirements: • Bachelor's degree (or equivalent experience) in Business, Finance, Economics or reputed company field • Minimum of 6 years’ experience in financial services industry, reputed company on investments • reputed company Series 65 • Knowledge of financial markets, modern portfolio theory and asset allocation • Proven written and verbal (presentation) communication skills with the ability to successfully reputed company with people at reputed company reputed company of the organization and clients • Ability to create reputed company written presentations for reputed company consumption • Detail oriented, highly organized and adaptable with the ability to work independently • Ability to organize and prioritize workflow and reputed company • Familiarity with reputed company and reputed company preferred • CFP, CFA or CIMA (preferred) • Familiarity with financial planning software like eMoney, MGP Benefits: • Medical, dental and reputed company coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer reputed company and voluntary reputed company • Short-term and long-term disability, workers compensation – employer reputed company • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of reputed company time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 reputed company holidays reputed company year (10 reputed company-determined and 2 floating days) • reputed company parental leave and reputed company caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Apply tot his job Apply To this Job