About this opportunity
TruNorth Advisors lists this Financial Advisor opportunity in charlotte, North Carolina. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Advisor/Planner
About the Job
Are you a caring and energetic individual with attention to detail that loves customer service and creating a “wow” factor in the financial services industry? Do you enjoy interacting with people and helping them fulfill their retirement dreams? Would you enjoy working for a growing, prestigious company in a fun, team environment?
At TruNorth Advisors, we are a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day. This person will be a financial advisor who works building out holistic financial plans for our clients at the firm while also meeting with clients on a weekly basis. We desire an experienced, patient, organized and efficient person who is willing to exceed expectations at any level of task and driven to develop a strong working relationship with our growing team.
Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying.
Our candidate is articulate, pleasant, dependable and desires an exceptional work culture. Applicant must have a strong capacity to handle varying work tasks including building financial plans, servicing clients on phone calls, providing exemplary customer service to clients and prospects during in-office visits, calendar management, working with the investment team on recommendations for strategy meetings , critical thinking skills and showing great attention to detail.
Because our environment is fast-paced and we are an innovative and growing company, all of our team members demonstrate the ability to complete tasks with little or no supervision.
We are a full-service Financial firm specializing in those near or in retirement. Our team is comprised of advisors, marketers and client relation specialists. We thrive on success and reward hard work.
Serious applicants only please. We are looking for a long-term fit.
A detailed cover letter identifying why this position may be a fit for you, as well as identifying why your experience and approach make you most eligible.
A resume.
Three references with contact information.
Position Details
Commitment: 9 a.m.– 5 p.m. Monday-Friday
Compensation: Starting salary range is $75K to 125K (higher end if you hold your CFP), plus full medical and dental benefits and a generous retirement benefit plan. All Holidays off, plus 4 weeks off for vacation -- PLUS a week at Thanksgiving and a week and a half at Christmas. Bonus opportunity on additional assets gathered in advising clients.
Skills & Experience Required:
Hold your licenses in the financial industry including Health and Life Insurances, Series 65 or 66 and hold your CFP or are in the process to obtain in the next 12 months.
Strong understanding of reporting and financial plan building
Excellent rapport when working with clients and co-workers
Ability to work independently, good time management and critical thinking
Excellent written and oral communications
Superior client relations skills
Proficiency in Microsoft Office Suite
Ability to handle in-bound calls with ease and confidence
Proof-reading skills
Excellent organizational skills
Ability to work independently with high-level productivity
Willingness to learn new programs. xhqgsiq
Duties & Responsibilities
Clients & Team Support
Work with high net worth clients to ensure their retirement is on track
Building financial reporting models to gauge performance and investment strategies
Meet face to face with clients in-office or via zoom depending on the day
Listen to and understand client needs, respond in a prompt and professional fashion on behalf of team members through phone calls, emails and mail.
Be a high performer who is highly motivated to grow with a rapidly expanding company
Worksite address
charlotte, NC, 28269, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.