- Efficiently manage book of business to identify challenges; adapt to market trends and strategies, assess, and mitigate risks associated with investments, risk tolerance and financial objectives.
- Collaborates with affluent clients to identify their financial aspirations, assess their financial circumstances, and devise tailored recommendations aimed at achieving clearly defined goals.
- Effectively communicate intricate financial solutions to clients, leveraging strong interpersonal skills and adept relationship-building techniques.
- Cultivates enduring and meaningful client relationships, facilitating the development and execution of suitable financial strategies.
- Must have 5+ years of independent responsibility and oversight in managing a significant book of business or equivalent experience.
- A history of fostering enduring relationships with affluent clientele over a period of 5+ years is essential.
- Must have 5+ years of experience managing a diverse range of accounts encompassing various asset sizes and types such as Retirement accounts, Individual investment accounts, LLC's, College savings, etc.
- Must possess a comprehensive understanding of investment markets, products, and strategies.
- Exceptional communication, analytical skills and excellent work ethics are necessary.
- BA or BS Degree in Accounting or in Finance; preferred.
- Registrations - Series 7 + Series 63 or 66, Series 65, CFA, CFP
- All licenses must be obtained within 120 days from the start date.
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Strategies
- Risk Management
- Client Relationship Management
- Analytical Skills
- Communication Skills
- Regulatory Compliance
- This position is a commission-based structure, providing ample opportunity for earnings based on performance.
- Cafeteria-style health, dental, and vision insurance coverage.
- 401K - contribution gift equals to 3% of your compensation and a profit-sharing contribution towards your 401(k) at the end of each year.
- The option to purchase life insurance, short-term disability, and long-term disability at a reasonable cost.
- Annual year-end bonus.
- Paid Time Off.
- Fourteen (14) paid holidays.
- Work schedules consist of remote, hybrid, and office based.
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1 week ago
Description
Job Description
Job DescriptionDescription:Job Summary:
Integrity Investment Management, operating under the esteemed banner of McQueen Financial Advisors, is seeking a dynamic and goal-oriented Wealth Management Advisor with proven investment expertise. As a crucial member of our team, you will contribute to the firm's growth and success. Our Wealth Management Advisors are instrumental in empowering clients to navigate their personal financial landscapes with precision and confidence. At Integrity Investment Management, we pride ourselves on our personalized approach, tailoring investment portfolios to align seamlessly with each client's individual circumstances, aspirations, and risk tolerance.
Requirements:Key Responsibilities and Duties:
Work Experience & Qualifications:
Educational Requirements and FINRA Registrations:
Skills:
Salary & Benefits:
*Our recruiting team would love to hear from you today Please complete our on-line application and submit your resume for immediate consideration. *McQueen Financial Advisor is an Equal Opportunity and Affirmative Action Employer.
