- Focused on relationship-building, partnering with specialists/resources, leveraging the firm to design sophisticated financial solutions for clients.
- Confidently articulates firm's investment philosophy and utilizes tools and resources to close new business based on annual predetermined goals
- Manage and consistently completes planned engagements or projects in a timely manner
- Takes the initiative to expand general and industry specific business advisory skills, and applies these to client situations
- Readily demonstrates the ability to strengthen client relationships and identifying value-added solutions for clients
- Relates firm products and services effectively to current clients
- Develop strong internal partnerships to promote cross-referral opportunities and relationships
- Demonstrates proficiency in onboarding new client relationships, placing trades and rebalancing portfolios
- Shows interest in developing strong, positive relationships with key personnel within the client base
- Clearly explains expected results, assumes responsibility and accountability of work of those supervised, and interacts with others in a manner that cultivates an environment of trust, respect, and fairness
- Proven ability to be self-accountable to commitments and accepts responsibility for personal decisions & outcomes
- Assists in selecting appropriate learning requirements and completes training timely
- Bachelor's degree in finance, accounting or related field
- Series 65 license or comparable license requirement
- Related credentials such as CPA, CFA, CIMA
- 3-5 years of sales experience
- Tax, Trust, Estate experience would be highly desirable, but not required
- Prior supervisory experience required
- Able to identify complex client issues and recommend creative solutions
- Deliver legendary service by making each interaction with our clients stand out
- Establish personal and networking relationships with clients, prospects, and referral sources through active involvement in industry, civic, and social clubs
- Share knowledge with others to facilitate skill development and career advancement
- Build and lead a team effectively to cultivate an environment of trust, respect, and fairness Excellent verbal and written communication skills
- Strong organizational and interpersonal skills
- Strong computer skill-Microsoft Outlook, Word, Excel, PowerPoint, CRM data entry
- Executes assignments of a confidential nature; requires ability to keep matters confidential
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Financial Advisor - Winter Park, United States - Saltmarsh, Cleaveland & Gund
Description
Job Description
Job DescriptionDescription:Saltmarsh is currently seeking a strong Financial Advisor who is a leader and who wants to join a firm that fosters both personal and professional development and supports the drive for advancement. Our ideal candidate demonstrates a passion for excellence by taking pride in a quality work product, delivering legendary service to our clients while investing in relationships with their Saltmarsh family and clients alike.
The Financial Advisor is a sales role primarily focused on business development including internal and external marketing and sales activities and events. Generally acts as primary point of contact for client relationships, reviews, and financial planning. As appropriate, coordinates with other client advisors (CPA, attorney) on clients behalf.
Additionally, the Financial Advisor is a part of the firms leadership team and will be expected to seek leadership opportunities to enhance personal skills and eagerly participate in professional, community, civic, and social organizations.
Benefits
Saltmarsh, Cleaveland & Gund offers a rich benefits package. Some of the highlights include major medical, dental & vision insurance, generous PTO + firm paid holidays, sabbatical program, employer paid life insurance and long-term disability, firm paid CPE, 401k and profit-sharing plan.
