Financial Advisor - Manchester, United States - Photiades Wealth Management

Description

Company DescriptionPhotiades Wealth Management is a premier financial planning firm providing industry-leading expertise for over 30 years.

As an exclusive Northwestern Mutual affiliate, our team is equipped with the knowledge and tools to address complex business and estate planning issues, sophisticated wealth management strategies, and risk management solutions.

We work with clients throughout the United States to develop strategic plans that align their financial goals with their core values, helping them gain clarity and discover peace of mind.

Role DescriptionWe are seeking a salaried Financial Advisor for a full-time, on-site role in Manchester.

In this role, you will work alongside our Private Wealth Advisor to provide comprehensive financial planning services to our clients.

You will also have access to the entire team of eight.

Your day-to-day responsibilities may include the following:Meet with existing insurance and investment clients for annual reviewsMeet with 401k clients for enrollment and educational meetings along with our Director of InvestmentsMeet with clients to complete securities and insurance-related applicationsLearn how to create a financial plan and serve as a backup for creating plansManage $600,000 of reoccurring revenueAbility to embrace, change, and work in a fast-paced environmentStrong attention to detailExcellent oral and written communication skillsQualificationsFinancial Planning and Finance knowledgeExperience in Retirement Planning and Investment analysisFinancial Advisory skillsAbility to work collaboratively with a team of advisors and support staffBachelor's degree in Finance, Accounting, or related fieldLife, accident, and health along with series 6 and 63.

Series 7 preferredStrong communication and interpersonal skillsAttention to detail and analytical skills#J-18808-Ljbffr