Financial Advisor

Parsippany, NJ 07054

Posted: 02/06/2019 Industry: Accounting Job Number: 8754 Pay Rate: $120,000 - $130,000/yr.

SUMMARY

This position is primarily responsible for managing and maintaining relationships with high-value clients. This role may also assist with targeting prospects and converting prospects into clients and assist with mentoring and developing associate advisors.



RESPONSIBILITIES

  • Oversee management and build relationships with a defined group of key, high-value clients by delivering ongoing service supported by one or more associate advisors



  • Makes decisions relating to the delivery of advice to new clients and to existing clients serviced on an ongoing basis



  • Conduct client reviews for key clients discussing ongoing advice needs



  • Provide consultation and support to the Associate Advisor for the preparation of review meeting documentation



  • Review advice documentation to ensure that the strategies developed are appropriate and compliant



  • Identify new opportunities to assist with generating new revenue and new assets



  • Participate in the design and implementation of key marketing initiatives and activities including a focus on the development of center-of-influence relationships



  • Work with COIs to actively develop new client referrals



  • Maintain an awareness of client needs to identify gaps in the services offered and opportunities for new revenue generation



  • Actively research legislative and industry environment to gain a clear understanding of the impact on client advice strategies



  • Attend appropriate courses and training to continue to develop understanding of leading-edge advice practices



  • Adhere to the firm's professional competencies, ethical standards, cultural values, operating policies, budgets and legislative compliance standards



  • Provide coaching and mentoring support to Associate Advisor



  • Conduct targeted training sessions for Associate Advisors, as requested





QUALIFICATIONS

  • Industry experience of 5+ years



  • Track record of establishing and maintaining successful client relationships



  • Strategic "big picture" thinker



  • Demonstrates a strong work ethic by going the extra mile



  • Ability to take ownership and be accountable



  • Displays ambition and a passion for delivering advice



  • Passion for helping people achieve their financial goals



  • Ability to put yourself in the clients' shoes and be empathetic as required



  • Demonstrates a strong attention to detail



  • Ability to delegate effectively



  • Expert technical knowledge to develop solutions to complex financial issues



  • Expert understanding of how to apply the right investment and tax structures to client needs



  • Extensive understanding of the stock market



  • Extensive understanding of the financial planning process



  • Strong understanding of compliance standards



  • Extensive understanding of the trends in the financial services industry



  • Maintenance of all professional qualifications



  • Excellent communication and influencing skills



  • Strong networking capability



  • Ability to work independently while working effectively as part of a team



  • Excellent leadership and mentoring abilities



  • Commercially focused


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