Financial Advisor

About the position

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

Benefits

• Medical and prescription drug coverage
• Dental and vision insurance
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Disability income continuation
• Basic life and basic AD&D coverage
• 401k retirement plan
• Health savings account and flexible spending account
• Flexibility in schedule
• Paid sick leave and paid time off
• Bonuses and profit sharing
• Paid medical and parental leave for eligible Financial Advisors
• Participation in the firm's Travel Award Program
• Employee Assistance Program