We are seeking a motivated and experienced Financial Advisor to join our team, bringing their existing book of business to our organization. As a Financial Advisor, you will be responsible for providing comprehensive financial planning and investment management services to your existing clients, while also collaborating with our team to identify new business opportunities and grow your book of business.
Responsibilities:
- Manage an existing book of business, consisting of clients, with assets under management.
- Provide comprehensive financial planning and investment management services to clients, including retirement planning, estate planning, tax planning, and investment portfolio management
- Develop and implement customized financial plans for clients, using industry-leading software and tools
- Conduct regular client meetings and reviews to ensure that clients' goals and objectives are being met
- Identify new business opportunities and build relationships with new clients through networking, referrals, and prospecting
- Collaborate with other Financial Advisors within the firm to share knowledge, best practices, and ideas
- Stay up-to-date on industry trends, market conditions, and regulatory changes that impact clients' financial lives
- Meet or exceed revenue targets set by the firm
- Contribute to the growth and development of the firm's business development efforts