Bay Area, California
Posted: 22-Aug-24
Location: Orlando, Florida
Type: Full Time
Categories:
Sector:
Required Education:
Job Summary:
We are looking for a Wealth Advisor to join our team. You will assist in understanding clients’ overall financial situation, defining and managing client expectations and providing vision for client’s needs, and provide consistent and high-quality client service.
What You'll Do:
- Assist Wealth Advisor team as a contact for client relationships in performing multiple financial planning duties for new and existing clients.
- Prepare and review information needed for client meetings.
- Assist in client meetings and present information.
- Assign, monitor and complete tasks in CRM.
- Assist clients in the decision-making process with issues related to tax, estate planning, charitable giving, multi-generational planning.
- Communicate and collaborate with clients’ professional contacts, i.e. CPAs, attorneys, insurance agents, etc.
- Document client conversations and activities in CRM.
- Monitor clients’ portfolios daily. Make trades resulting from client deposits, withdrawals, rebalancing and annual tax trading.
- Review investment and trading issues.
- Provide backup relationship management for accounts served by other advisors and support to the team.
- Stay abreast of industry changes through continuing education with emphasis on becoming a subject matter expert in specific area.
- Participate in client referral conversations and build network with centers of influence.
- Participate as a member of different internal committees.
Your Future Team
Resource Consulting Group (RCG), is an independent, fee-only financial planning and investment advisory firm. RCG brings together the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management. The first and most important thing we do is listen.
Purpose: Help you live your ideal life.
Niche: Reduce the complexities of wealth through discipline and expertise.
Core Values: Passionate | Balanced | Responsible | Humble | Collaborative
Four Uniques: Credentialed/Expertise | Stable (longevity) | Collaborative | Comprehensive
What We Offer:
- Coverage on the first day of employment for medical, dental, and vision insurance
- 401k Matching Plan
- Paid Parental Leave
- Student Loan Assistance
- Pet Insurance
- Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
What You'll Bring:
- Bachelor’s Degree
- Certified Financial Planner (CFP®) required for providing financial planning advice. CFP® or Chartered Financial Analyst (CFA) required for providing investment advice.
- Three years of financial planning or investment advisory experience.
Required Skills:
- Knowledge of all aspects of financial planning and investment management.
- Interpersonal, listening and written/verbal communication and presentation skills.
- Organized, analytical, detail oriented, able to multi-task and proactively analyze and solve complex matters.
- Demonstrated client-centric skills including a strong customer service orientation.
- Able to work with the highest standards of confidentiality and ethics.
- Able to project a professional image to clients.
- Team player, collaborative, able to work well with all levels of the firm, and with clients.
- Involvement in community, civic and professional organizations.