Green Ridge Wealth Planning, LLC, a financial planning and investment management firm delivering Wall Street experience, with a Main Street mindset, is seeking an experienced Financial Advisor to join our dynamic team. This is your chance to play a key role in the current and future success of this fast-growing organization!
We need a team member excited to take on financial planning, wealth management, client relations management and development – someone who is seeking an opportunity to strategically support existing and new clients in preserving and growing their wealth.
Duties & Responsibilities
- Provide premier service to clients by preparing for meetings, providing thorough investment and manager research, problem solving, resolving issues, and making financial planning recommendations.
- Develop effective working relationships with internal team members and external professionals to provide effective service.
- Conduct and memorialize communications with clients and/or prospective clients.
- Manage, organize, and present data accurately and succinctly and review that data on a weekly/monthly/quarterly basis.
- Attend client and team meetings, document discussions, assign tasks and execute on follow-up.
- Assist in nurturing the firm’s relationships with new clients.
Qualifications
Our team members succeed by performing all duties and responsibilities with enthusiasm and the utmost integrity. The requirements listed below are representative of the knowledge, skill, and/or ability required to succeed on our team. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Strong interpersonal and communication skills to deal with financial advisors, support staff, and vendor companies in all types of matters, including those that may be sensitive.
- Comprehensive understanding of company policies and procedures and industry rules and regulations.
- Ability to project a professional and pleasant demeanor to advisors, teammembers, and clients in a deadline-driven environment.
- Commitment to providing a premier level of customer care in a calm and professional manner.
- Ability to effectively organize, manage, track and complete multiple detailed tasks and assignments simultaneously.
- Employ solid analytical skills in researching and resolving problems.
- Work independently with minimal supervision.
- Produce and maintain extensive documentation of all client and internal communications.
- Operate effectively and with the highest integrity for our office and clients; never taking shortcuts and adhering to all Compliance rules.
- Utilize financial platforms including Wealthport, eMoney, Redtail, Riskalyze, and Microsoft Office Suite.
- Demonstrate the ability to build trust-based relationships with clients.
Education/Previous Experience Requirements
- Bachelor’s degree and a minimum of four (4) years of experience in the financial services industry -or- an equivalent combination of experience, education, and/or training as approved by the firm.
Licenses/Certifications
- FINRA Series 7, Series 65 required with a commitment to obtaining further continuing education requirements to maintain licensing.
Job Type:
Full-time Salary plus bonus based on experience
Benefits:
- 401(k)
- Health insurance
- Paid time off
Physical setting:
Schedule:
Client Access