Financial Advisory - Financial Planner

Kestra • Clearwater, FL

10d • Onsite

About The Position

ProVise Management Group, an RIA managing over $1.7 billion in investments, is seeking a passionate Financial Planner to join their team in Tampa Bay. As fiduciaries, they prioritize client well-being and sound advice. The company fosters a culture of excellence, collaboration, and work-life balance, offering mentorship and a clear career path. This role is crucial for the firm's growth and success, with rewards for excellence. The Financial Planner acts as a liaison between clients, support staff, and advisors, supporting the firm's vision and positive culture. They provide technical financial planning and investment analysis, collaborating with other planners and making decisions on client plans and investments. The role requires direct client interaction, managing client relationships, and delivering the ProVise client experience.

Requirements

• Excellent communication skills (verbal, written and listening)
• Proficient in financial planning analysis and modeling
• Proficient in Microsoft Office Suite
• Demonstrates personal integrity, honesty and ability to deal with confidential information
• Ability to deal with stress in an ever-changing investment market and financial services
• Excellent time management and strong organizational skills and ability to prioritize multiple tasks and anticipate potential problems
• A bachelor’s degree
• CFP® required
• Series 65 required (waived with CFP®)
• Ideally 2-6 years of experience in a in a direct advisory capacity in financial services
• Experience with Securities, Financial Planning, Investments, and Insurance required
• Experience dealing directly with clients on all financial planning matters even in challenging times

Nice To Haves

• Proficiency in Juncture CRM preferred
• Knowledge of Broker Dealer and Investment Advisory Regulations a plus

Responsibilities

• Directly manages a group of clients to best support their financial, investments and risk outcomes.
• Responsible for client retention and developing deeper relationships with our clients.
• Analyzes information and evaluates results to choose the best solution to solve client or operational problems and is accountable and held responsible for those decisions.
• Collaborates to build financial plans and investment proposals.
• Proactively identifies concerns, problems or opportunities within client relationship.
• Provides guidance and expert advice to the team and clients, on technical financial planning and investment planning needs, systems, or process-related topics.
• Requires an in-depth understanding of time value of money: present value, future value, annuity payments, internal rate of return, as well other financial planning modeling scenarios
• Engages and prepares client onboarding requirements.
• Ensures client data is captured in the meeting and compiled in the firm’s financial planning software, CRM, and other related software applications.
• Works directly with clients as primary as well as secondary point of contact in the advisory team.
• Starts to develop relationships in the community with centers of influence and philanthropic organizations.
• Supports Compliance to maintain an effective and robust investment advisory compliance program

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees