Job Description

Department: Sales and Planning

Job Status:

Full

Reports To:

VP, Sales and Planning

Amount of Travel Required:

10%

Work Schedule: M-T, 8am-5pm, F 8am-4pm

POSITION SUMMARY

- Develop and maintain long-term relationships with new and existing clients alongside Senior Wealth Advisor/Partner

- Create and implement in-depth financial plans, including retirement planning, tax strategies, estate planning, and risk management

- Provide tailored investment advice based on clients' objectives, risk tolerance, and time horizon

- Identify and pursue new business opportunities through various Diversified lead sources and through organic referrals

- Ensure all recommendations and actions comply with regulatory standards and the firm's internal policies

- Educate clients on market trends, investment strategies, and financial products, empowering them to make informed decisions

- Work with internal and external partners to deliver comprehensive wealth management solutions

- Partner closely with Paraplanner/Senior Paraplanner to ensure clients are provided with a first class experience in a variety of areas including account servicing, financial plan deliverables and implementation of recommendations.

POSITION QUALIFICATIONS

Required Qualifications

- Bachelor's degree in Finance, Economics, Accounting, or a related field. A Master's degree or MBA is a plus.

- Series 66 required, CFP preferred

- 5+ years of experience in wealth management, financial planning, or investment advisory services, with a proven track record of managing client relationships.

- Skills:

Strong knowledge of financial planning and investment management principles. Excellent interpersonal and communication skills Analytical thinking and problem-solving abilities Ability to manage and prioritize multiple tasks and deadlines Proficient in financial planning software and CRM systems

Desired Qualifications

- Self-motivated drive to succeed in a fast-paced environment as part of a full advisor team (Senior Wealth Advisor/Partner, paraplanner, admin, etc.)

- Desire to learn from Senior Wealth Advisor/Partner

- Aspirations to grow into Senior Wealth Advisor/Partner role

Company Benefits:

Unlimited vacation & every other Friday off Competitive compensation structure Company provides at no cost personal financial planning, tax preparation and initial estate planning creation Company pays for all necessary licensing and certifications Access to group health, life, and disability insurances 401k with company contribution Hybrid work environment after initial probation period
Job Type: Full-time

Pay: $90,000.00 - $100,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Health savings account Paid time off Retirement plan Vision insurance
Education:

Bachelor's (Preferred)
Experience:

Financial planning: 3 years (Preferred)
Work Location: Hybrid remote in Wilmington, DE 19803