Wealth Management Advisor

Futurity First Insurance Group • Atlanta, NE

271d • $85,000 - $100,000

About The Position

Sequent Planning is a registered investment adviser (RIA) committed to supporting its investment advisor representatives with everything they need to design holistic retirement plans that impact clients' lives. The Wealth Management Advisor is responsible for managing the home office book of business, supporting the national expansion of Sequent Planning, and providing support for the Investment Adviser Representatives (IARs) and partnerships with independent insurance agents and agencies.

Requirements

• Bachelor's Degree or a combination of experience and education.
• Four (4) or more years of financial services industry or related field experience.
• Series 65 (FINRA Series 6/7 + Series 66) or equivalent certification (CFA; CFP; ChFC; other).
• Life & Health License is a plus.

Responsibilities

• Manage the home office book of business, including regular client meetings (in person, virtual, or away from home office).
• Conduct semi-annual client reviews and ongoing account reviews.
• Create performance reports and manage client portals.
• Assist with the training and support of new IARs on technology platforms and financial planning software.
• Support IARs by creating financial plans, conducting market research, and answering questions regarding investment strategies.
• Act as a main point of contact for IARs and resolve service issues.
• Establish and build strong relationships with IARs and attend client meetings as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree