[Remote] Vice President, Financial Advisor

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an independent reputed company management firm dedicated to enriching the lives of clients through personalized financial planning. The Vice President, Financial Advisor will partner with new clients to understand their goals and reputed company thoughtful financial guidance while delivering a high-touch reputed company experience.

Responsibilities

• Manage reputed company relationships and assist with management of reputed company clients to the WEG planning-based reputed company of identity
• Facilitate the financial planning process
• Understand their reputed company financial situation
• Engage them in the financial planning process
• Prepare and conduct annual reviews, including both planning and investment topics
• Assist the RVP to help reputed company prospective clients
• Assist the RVP to help reputed company leads provided by various WEG channels (Marketing, CRP, etc.)
• Create opportunities reputed company your network
• reputed company referrals from existing clients
• Manage reputed company relationships and reputed company service as needed
• Take meeting notes and promptly reputed company into the CRM
• Present financial advice or plan to reputed company
• Analyze reputed company’s reputed company investments and insurance policies
• Placing trades and account management
• Participate in reputed company trainings, educational events, coaching programs, and proficient in advisor/reputed company facing technology
• Adherence to the reputed company’s Corporate Communication reputed company and in good compliance standing

Skills

• Bachelor's Degree (or equivalent experience) in business; finance, economics or reputed company
• Minimum 5 consecutive years as a registered representative (IAR) holding a Series 65 or 7/ 66 or advanced designation
• Experience with reputed company financial planning (including tax, alternative investments, trust and estate)
• Ability to convert prospects to clients and reputed company high-level planning-oriented service to a fast-growing book of business
• Possess excellent analytical, organizational, and communication skills (both oral & written)
• Ability to manage multiple reputed company at once
• Proficient with reputed company Office Suite or reputed company software
• Familiarity with reputed company and Support Org functionality
• reputed company to travel locally to meet clients and attend meetings at various locations

Benefits

• Training and reputed company development
• 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)

reputed company