Personal Financial Advisor
Duties and Responsibilities
As a member of a three person sub-team at the firm that works with about 150 clients, you will:
· Client Service: Actively support clients under the team leader
· Financial Plan Creation: Based on a client’s goals and circumstances, create financial plans that address questions such as at when a client can retire with financial security.
· Investment Portfolio Creation: Reviewing a client’s current investments and objectives, give a client a picture of his or her current portfolio composition and within the firm’s guidelines create a custom portfolio that the firm will manage.
· Relationship Management: Help manage a number of the team’s client relationships, advising clients under the firm’s principal while being supported by other members of the team
· Specialization: Be a specialist and leader of a practice group working with one segment of clients.
· Investment Coverage: Participate on the firm’s investment committee and cover a segment of the investment universe.
Qualifications
Applicants should have all of the following:
· Minimum one year finance experience (wealth management experience a plus)
· Passing the exam for (or having) a CFP, CFA, or CPA designation, a strong plus
· Strong written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience
· Detail-oriented
· Self-starter, takes initiative
· Team player, collaborative, able to work with and through others
· Organized and able to set priorities
· Of the highest integrity
· Strong care for clients
· Desire/ability to work successfully in a small company environment
· Must provide a cover letter
Salary and Benefits
Pay/benefits are competitive based on industry standards.
· Competitive Pay.
· Incentive Bonus.
· Great benefits, including: Fully Paid Medical Plan (with no in network co-pays or deductibles), Dental, Vision, Life and AD D, Long-Term Disability, Short-Term Disability, FSA, Generous Profit Sharing Plan, Traditional and Roth 401(k), tuition reimbursement to a Financial Planning Program and Exam Fee, renewal of CFP and CFA designations, Membership to NAPFA.
Altfest Personal Wealth Management is an Equal Opportunity Employer
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