Key Responsibilities:

· As lead advisor, lead a team laser-focused on excellence in client total wealth care

· Provide scheduled portfolio & comprehensive financial planning advice

· Rapid, caring response to client queries & requests

· Provide ongoing advice to firm clients – not a sales position

· Collecting & updating client financial data collection

· Gather, organize, and ensure accuracy and completeness of relevant client information, including financial statements, investment portfolios, and personal financial goals.

· Financial software management including input and management of client data.

· Update and maintain client profiles within the software platform.

· Generate reports and analyses as needed to support client meetings and presentations.

· Financial analysis including portfolio, insurance, tax, estate, retirement, asset protection

· Opportunity to pursue paid education & career enhancement tracks leading to roles in:

· Management (including C-level)

· Advanced wealth specialization such as tax or legal

· Business Development

· Other advancement within firm operations in our growing national advisory footprint.

Mentorship Opportunity:

· Improve your practice of advanced wealth management with extensive training and a team of CFP®s/CFA®s led by PhD in Financial & Retirement Planning & Georgetown Masters in Tax Law

· Advanced estate planning & trust design

· Sophisticated & truly customized portfolio management including technical analysis

· Rigorous retirement planning & retirement income modeling

· Proactive tax reduction strategies

· Structural asset protection planning

· Learn to quarterback clients’ wealth plans & collaborate/direct internal legal, tax & other teams.

Long-Term Career Track & Job Stability

1. Extensive 90+ days orientation training while getting to know clients with ongoing advanced training thereafter

2. Lead advisor; management of client book with access to paraplanner support staff

3. Advancement opportunities to C-level positions or specialty analysis/planning

4. Partnership grant opportunities for exceptional performance.

Key Metrics:

· Deliver quarterly portfolio and scheduled financial planning advice timely

· Have 2-way discussion with client via phone or email each quarter by mid quarter

· Document and manage planning to dos to completion including recap emails to client & report updates re task status (including client to dos) and task completion

· Respond to client service requests calls and emails immediately – no later than noon of following day latest

· Oversee & manage your support team to timely and accurate completion of delegated tasks

· Appropriate estate, tax & asset protection referrals to wholly-owned affiliate TaxMaster

· Appropriate conversion of client outside assets to Camarda management

· New client referrals from existing clients

Qualifications

· CFP® completed or very close to completion.

· Bachelor’s degree in Finance, Accounting, Business Administration or a related field

· 3+ years of experience in the financial services industry, preferably in a similar client-facing role

· Series 65 or Series 66 license

· Knowledge of investment solutions, financial planning strategies, advisory back-office operations

· Proficient in Microsoft Office Suite and experience using investment software/planning programs

· Experience with Money Guide Pro or other similar financial planning software (Preferred)

Benefits

· 401(k)

· Dental, health, vision and life insurance

· Paid time off

· Professional development coaching

· Educational tuition reimbursement

Compensation package:

· Bonus opportunities

· Strong incentives for client retention, additional client assets & referrals

· Performance & profits sharing bonuses