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

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.

• 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.

• $60k with bonus opportunity