Associate Financial PlannerVerde Wealth
We're looking for a self-driven, compassionate, and knowledgeable Associate Financial Planner to add to our team. The ideal candidate will have a strong background in financial services and will participate in client appointments, handle service inquiries, and formulate financial plans and strategies. This role offers the opportunity to grow into a lead advisor position, managing firm client relationships.
- Participate in both in-person and virtual client appointments
- Independently handle client-related requests and account service inquiries that have been escalated from the Client Service Manager
- For new clients assist CSM with data collection and input into financial planning software
- Organize and analyze financial data received from new and existing clients
- Formulate financial plans and strategies for clients, and assist with implementation of recommended strategies
- Generate reports and other deliverables for both client-facing and back-office needs
- Oversee ad hoc trading to satisfy client withdrawals and deposits
- Run scheduled rebalances to ensure all client portfolios are within tolerance
- Work with the team to transfer existing clients to you, freeing up the company to bring on newer/niche clients to serve
- Strong interpersonal and telephone communication skills
- Ability to provide a high level of authentic service and compassion to client relationships
- Dedication to a high quality of work and significant attention to detail
- Ability to think through and solve problems, as well as to collaborate/communicate well in a team environment
- Impeccable ability to maintain confidentiality
- Exemplary planning and organizational skills
- Efficient multi-tasker, effective follow-up, and deadline-focused
- Capacity to pick up new computer programs quickly
- Energetic, eager to learn, and willing to cooperate
- Self-motivated with ability to work independently and under direction
- Bachelor's degree or equivalent
- CFP Certification
- Experience in financial services•2 - 4 years
- Experience in a client-facing role
- Willing to acquire FINRA Series 7 and 66 licenses
- Able to pass basic background and credit check
- Previous experience in CRM database management (i.e., Advisor360, WealthBox, Salesforce.com, Redtail, etc.)
- Comfortable and proficient using Windows OS
- Demonstrated proficiency in Office 365 with emphasis on Excel
- Advisor360 CRM experience
- Knowledge of using and building workflows
- Experience with small business owners/middle market companies
We are authentic, genuine, people-focused, and very much “non-corporate.” The image of a stockbroker, insurance agent, or Wall Street executive is about as far from who we are as one can get. Our core values balance the need for excellence, dependability, and professionalism, with the importance of family and work/life balance. Within reason, we strive to be flexible, knowing that “life happens” and we don’t want team members to have our team choose between “work” and “family”—as long as the job at hand gets done.
- Competitive annual salary of $120k-$150k DOE
- Paid holidays and PTO
- Hybrid work environment
- Retirement savings match
- Other benefits may be available
