Wealth Advisor

Keel Point, LLC • Huntsville, AL

4d

About The Position

This position offers the right candidate an opportunity to join a collaborative team with a strong growth trajectory, build a fulfilling career helping others manage their financial lives, and influence the future of an innovative wealth management firm. We are looking for a candidate able to step into managing client relationships immediately and deliver a high level of service. There are no expectations for traditional business development, but the right candidate will be able to deliver a level of service and care that will naturally generate referrals from clients' friends and family.

Requirements

• Experience working directly with clients and managing client relationships
• Currently licensed (SIE, Series 7, Series 66)
• Enjoys both the relational and technical components of being an advisor
• A knowledgeable planner with a desire to continue learning
• Experience developing and maintaining customized financial plans
• Comfortable discussing the tax implications of various planning strategies
• Has experience with Excel and at least one financial planning software
• Experience trading and managing client portfolios
• Familiar with using a Client Relationship Manager (CRM)
• Likes working on a collaborative team and contributes to a positive team culture
• Has a strong work ethic and high personal and professional integrity
• Excellent written and verbal communication
• Pays attention to details and takes pride in the quality of their work

Responsibilities

• Be the financial advisor responsible for 100-130 households
• Be responsible for executing our client service matrix to ensure a high level of service
• Develop and present financial plans for prospects and new clients
• Create suggested portfolio allocations and recommendations for employer retirement plans
• Manage several 401k plan relationships (assist new employees, manage annual meeting)
• Prepare for client meetings by updating plan documents and preparing a financial planning driven agenda
• Provide timely meeting follow up to ensure action items are addressed and notes are documented
• Help our team serve our entire client base through special projects and creating efficient processes

Benefits

• A competitive salary, negotiable based on experience.
• Comprehensive benefits including medical, vision, and dental insurance.
• Employer contributions to Health Savings Account and 401(k) to help you plan for your future.
• Generous vacation policy to support your work-life balance.
• A friendly, collaborative work environment that values your contributions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed