Department: Sales and Planning
Job Status: Full
Reports To: VP, Sales and Planning
Amount of Travel Required: 10%
Work Schedule: M-T, 8am-5pm, F 8am-4pm
POSITION SUMMARY
- Develop and maintain long-term relationships with new and existing clients alongside Senior Wealth Advisor/Partner
- Create and implement in-depth financial plans, including retirement planning, tax strategies, estate planning, and risk management
- Provide tailored investment advice based on clients' objectives, risk tolerance, and time horizon
- Identify and pursue new business opportunities through various Diversified lead sources and through organic referrals
- Ensure all recommendations and actions comply with regulatory standards and the firm’s internal policies
- Educate clients on market trends, investment strategies, and financial products, empowering them to make informed decisions
- Work with internal and external partners to deliver comprehensive wealth management solutions
- Partner closely with Paraplanner/Senior Paraplanner to ensure clients are provided with a first class experience in a variety of areas including account servicing, financial plan deliverables and implementation of recommendations.
Company Benefits:
- Unlimited vacation & every other Friday off
- Competitive compensation structure
- Company provides at no cost personal financial planning, tax preparation and initial estate planning creation
- Company pays for all necessary licensing and certifications
- Access to group health, life, and disability insurances
- 401k with company contribution
- Hybrid work environment after initial probation period
Job Type: Full-time
Pay: $90,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Retirement plan
- Vision insurance
Education:
Experience:
- Financial planning: 3 years (Preferred)
Work Location: Hybrid remote in Wilmington, DE 19803
- Bachelor’s degree in Finance, Economics, Accounting, or a related field. A Master’s degree or MBA is a plus.
- 5+ years of experience in wealth management, financial planning, or investment advisory services, with a proven track record of managing client relationships.
- Self-motivated drive to succeed in a fast-paced environment as part of a full advisor team (Senior Wealth Advisor/Partner, paraplanner, admin, etc.)
