Wealth Management Advisor - Frisco, United States - Claire Myers Consulting

Claire Myers Consulting Frisco, United States

1 week ago

Accounting / Finance

Description

Our client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking a Jr. Advisor to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals while navigating their unique financial circumstances.

Key Responsibilities

Client Relationship Support: Assist in building and maintaining strong relationships with first responder clients, offering support and guidance in their financial journey.
Portfolio Assistance: Aid in monitoring and managing client investment portfolios to ensure they align with financial objectives and risk tolerance.
Financial Planning Support: Collaborate with clients and senior advisors to develop comprehensive financial plans tailored to individual goals and needs.
Communication Assistance: Support proactive communication efforts by helping to keep clients informed of relevant financial news and updates.
Client Advocacy: Assist in addressing client concerns or questions regarding their financial plans or investment strategies, advocating for their interests.
Compliance Support: Ensure adherence to regulatory requirements and internal compliance policies in all client interactions and recommendations.
Team Collaboration: Work closely with senior advisors and support staff to deliver exceptional service and holistic financial solutions to clients.
Learning and Development: Engage in continuous learning to stay informed about industry trends and best practices in wealth management.

Qualifications

Bachelor's degree in Finance, Business Administration, or related field.
Series 65 license required.
Strong interest in pursuing CFP, CFA, or equivalent certification.
Entry-level experience in wealth management or financial advisory role preferred.
Basic understanding of investment products, financial markets, and wealth management principles.
Excellent communication and interpersonal skills.
Ability to prioritize tasks and thrive in a fast-paced, dynamic environment.
Dedication to serving the unique needs and interests of first responder clients with integrity and professionalism.

Compensation

$60,000 with bonus opportunity

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