- Bachelors degree in business, finance, or accounting preferred.
- Minimum five years of client account or relationship management experience
- Preferred CERTIFIED FINANCIAL PLANNER designation (or demonstrated progress toward earning it).
- Problem solving abilities and can identify and execute solutions for problem resolution.
- Adept at addressing clients needs and educating them on financial strategies, as well as providing tips for fraud and cybercrime prevention.
- Possess excellent active listening and communication skills.
- Is well organized, with very high attention to detail and accuracy.
- Works well on a team and can prioritize their own work, set objectives, and complete time sensitive tasks.
- Exemplifies very high professional standards, honesty, and integrity.
- Ability to quickly learn new technology tools and platforms. Knowledge of MoneyGuide Pro and Excel preferred.
- Salary range between $80K and $100k annually.
- Discretionary Profit Sharing.
- Benefits including health, dental, vision, and 401(k) with employer match.
- Life and Disability insurance.
- A flexible work schedule, with the option of working remotely on occasion.
- Bank of paid personal time off (PPTO) that may be used for vacation and flexible time off.
- Partial financial support for professional accreditation/continuing education requirements and other education/training opportunities.
- A fun, positive team environment that includes weekly meetings with free lunches for all Associates.
- New office space, with easy parking and state-of-the-art conference rooms.
- Build and deliver customized, comprehensive, and approved financial plans to clients.
- Successfully manage assigned client relationships, that result in a high client retention rate.
- Play a leadership role in client meetingsdelivering accurate presentations, providing reviews, and answering and responding to client inquiries within 48 hours.
- Bring on new clients annually through client referrals, networking, and prospecting activity.
- Tackle partial relationship management accountability for assigned larger complex client accounts.
- Serve as a role model and assist in the development of our client service associates.
- Stay abreast of industry and regulatory updates, the economy and financial markets, and fraud and cybersecurity threats.
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Financial Advisor - Bedford, United States - KMA Human Resources Consulting
Description
Financial Advisor
Robbins Farley, LLC
Bedford, NH
We are working with our client, Robbins Farley, LLC, in seeking a Financial Advisor, to be based in the Bedford, NH office.
Requirements of the Financial Advisor:
Benefits of the Job:
Responsibilities of the Financial Advisor:
Robbins Farley, LLC is a growing, full-service wealth management firm, located in Bedford, NH. As Registered Investment Advisors (RIAs), we are truly our clients advocates and operate independently in a fiduciary capacity. Building strong professional and personal relationships with our clients and employees is the key to our steady growth and success. Robbins Farley is a people business, and we seek employees who share our passion for delivering service beyond expectations.
NO PHONE CALLS OR RECRUITERS, PLEASE
Robbins Farley, LLC., is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
