Description:
We are looking for someone ready for the next step in their financial advising career. You may not have built a book of business yet, but you're hoping to build your network in a supportive environment. We prefer a candidate that has front-line experience working with families on their financial needs and wants to build on your current knowledge. You'll learn from seasoned advisors on how to maintain and build your business and stand out in a crowded market. We will support you with powerful, state-of-the-industry technology and invaluable mentorship.
The Financial Advisor, with the support of the Correct Capital advisor team, will:
- Manage wealth management relationships for small and mid-sized clients
- Business development for wealth management and institutional clients
- Assist with participant education for our 401K clients.
- Manage projects and education campaigns by building effective presentations when required
- Simplify complex financial concepts while building rapport and credibility with highly valued clientele
- Thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- For small and mid-sized clients, may handle the client relationship autonomously, and work with other team members for larger asset sized or more complex clients.
- Business development and encouraging new client relationships are vital and are compensated through our business development incentive.
- This individual is projected to grow into the role of Lead Advisor over time.
Qualifications:
- Strong interpersonal skills; a relationship builder; curiosity about people and their behaviors
- Natural desire to be a problem solver.
- Ability to maintain your own schedule and work independently at times
- Ability to work effectively and respectfully in a team environment
- Attention to detail
- Excellent verbal and written communication skills
- Ability to manage changing priorities in your day and set expectations with others