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A bit about us:

We are a wealth advisory team dedicated to providing comprehensive financial planning and investment management services tailored to individuals, families, and businesses. By focusing on a personalized approach, we help clients achieve their financial goals while addressing their unique needs and circumstances. Our experienced professionals offer a wide range of services, including retirement, estate, and tax planning, as well as risk and investment management, fostering long-term relationships built on trust and support.


Why join us?

  • Flexible remote schedule
  • Guaranteed base salary + commission
  • Firm covers 90-95% of Medical Dental Vision
  • 401k match up to 3%
  • Profit sharing options
  • Travel expenses covered for any company outings or meetings

Job Details


Responsibilities

Cultivate and retain client relationships by demonstrating expertise, inspiring confidence, and addressing ongoing client needs.
Lead client meetings at all phases of the wealth planning cycle, identifying complex issues and offering tailored solutions to achieve client goals.
Collaborate with the wealth advisor team to deliver comprehensive advice to high-net-worth clients, including customized investment portfolios and wealth management strategies.
Participate in developing new client relationships alongside strategic partners, while committing to continuing education and fostering team development at all levels. Train and mentor associates within the wealth advisory team.

Requirements:

Bachelor’s degree and 10+ years of experience in financial planning, accounting, legal, or a related field. Series 65, CFP, or CFA required.
Proven wealth management expertise, including fee-based consulting, tax strategies, mutual funds, money manager programs, insurance, and financial planning.
Experience working with high-net-worth clients and mastery of financial planning software such as eMoney and MoneyGuide Pro.
Exceptional interpersonal, communication, and relationship management skills, with a strong track record of mentoring and developing talent.
Excellent organizational skills and attention to detail to manage priorities in a fast-paced environment.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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