Overview Our client, a well-established wealth management firm serving high-net-worth individuals and families, is seeking a Servicing Financial Advisor to join their growing advisory team.This role is focused on maintaining and deepening relationships with existing clients, helping them understand and implement their financial plans while identifying opportunities to expand the relationship. The advisor will work closely with a Managing Advisor and internal planning team to deliver comprehensive financial guidance and exceptional client service.This is an excellent opportunity for an experienced advisor who enjoys client relationships, financial planning, and long-term partnership building, rather than a purely transactional sales role. Key Responsibilities Serve as a primary relationship contact for existing clients, delivering a high-touch advisory experienceConduct client review meetings (monthly, quarterly, or annually) to discuss financial plans, investment performance, and evolving goalsGather and analyze client financial information including assets, income, risk tolerance, liabilities, and long-term objectivesAssist in developing and presenting financial planning strategies and investment recommendationsCollaborate with internal advisors, planners, and service team members to ensure seamless client supportPrepare and review asset management and performance reports for client meetingsMaintain ongoing communication with clients to address questions regarding financial planning, investments, and portfolio allocationCoordinate with outside professionals such as CPAs, attorneys, brokerage firms, and other financial intermediariesIdentify opportunities for additional services, referrals, and relationship growth within the existing client baseMaintain accurate client activity and opportunity tracking within the firms CRM systemParticipate in weekly reporting and advisor team collaboration Qualifications 510 years of experience in a financial advisor or advisor support roleSeries 65 license requiredLife & Health license requiredCFP designation preferredBachelors degree in Finance, Business, Economics, or related field preferredExperience with goals-based financial planning and client relationship managementStrong communication and presentation skills with the ability to build trust with clientsHighly organized with strong attention to detail and time management skillsSelf-motivated, proactive, and able to work effectively in a collaborative team environmentPreferred experience with:Fidelity WealthscapeeMoney financial planning softwareSalesforce CRMEmployer plan recordkeepers or third-party administrators What Makes This Opportunity Attractive Competitive base salary plus bonus opportunitiesMedical, dental, and vision insuranceFriday afternoons offGenerous paid time offSafe Harbor 401(k) after one yearProfit sharing after one yearProfessional development supportPaid holidaysLong-term career growth and advancement opportunities
Not specified in the original listing.
Not specified in the original listing.
True North Consultants, Inc. is committed to delivering high-quality tax and accounting services. The firm prioritizes building strong client relationships and fostering the professional growth of its team members. Read More