Wealth Advisor - RDM Financial Group

Hightower•Westport, CT

13d•Onsite

About The Position

At RDM Financial Group, we offer a holistic financial planning experience: a personalized, purpose-driven, client-advisor relationship designed to contribute to each of our high-net-worth client's overall planning processes. Our desire is to create better financial outcomes by managing each client's financial life, helping them make better financial decisions while delivering a positive client experience. We are looking for a successful Wealth Advisor who truly loves helping people navigate their complex financial lives. You will bring Hightower's mission to life, and in doing so, will directly deliver quality client service to our high-net-worth families. You will report to the Chief Operating Officer.

Requirements

BS degree in Finance or related field
Industry designations: CFP, CIMA, CPA, or others
Series 7 License; 65 or 66 licenses. Insurance licenses ideal.
5 or more years of experience in Financial Planning and/or Wealth Management.
Knowledge of insurance/financial services industry, and markets across multiple asset classes.
Demonstrable ability to communicate, present, and influence key stakeholders at all levels of an organization.
Technical skills including financial planning software (eMoney), tax planning (Holistiplan), CRM (Salesforce), various investment platforms.
Attitude of life-long learning and intellectual curiosity.
Relationship Builder. Strong interpersonal skills and a natural ability to build immediate relationships.
Team player able to work in a collegial and close collaboration environment.
Experience delivering client-focused solutions and developing efficient strategies to "power” complex and diverse advisor practices.

Responsibilities

Take primary responsibility for all aspects of a client relationship, working closely to understand the financial situation and requirements.
Meet with clients to form a financial plan, including expenses, income, investments and portfolio allocation, insurance coverage, goals, tax status, and risk tolerance.
Conduct in-depth client reviews to uncover new business opportunities.
Be an important member of the advisory team and provide financial planning and investment advice to clients ranging in age and wealth.
Collaborate with other tax, legal, and insurance professionals to develop a client's entire financial roadmap and ensure progress in achieving goals.
Use the practice's client-centered wealth management philosophy to guide advisory services for individual clients and their families.
Become active in the practice's business development strategies and source new client relationships. Introduce our services and value proposition to prospective relationships.
Build a wider network of clientele. Target and foster relationships with centers of influence (COI's), new business opportunities, family offices, and other niche markets.
Support the practice's overall financial planning process with analysis and preparation of prospective and current clients' planning and investments.
Review client accounts to determine if adjustments are needed because of personal or financial changes.
Contact clients and prospective clients with relevant information about market updates that may affect their investments. Systematically communicate with prospective clients and track progress.
Be involved in your community while representing Hightower.
Become a Trusted Advisor for our clients and Centers of Influence.

Benefits

Base salary, discretionary EOY bonus, plus incentive compensation/revenue sharing
Coverage on the first day of employment for medical, dental, and vision insurance
401k Matching Plan
Paid Parental Leave
Student Loan Assistance
Pet Insurance
Flexible Benefits (FSA, Pretax transportation, HSA Employer Contributions)
Clear steps and goals for career progression, on the job training, support, and resources for career development

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