About this opportunity
Ivy Way Placements lists this Lead Financial Advisor opportunity in bellingham, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Description
Are you an experienced Financial Advisor seeking a new opportunity to join an independent, fee-only fiduciary wealth management firm? Ivy Way Placements has partnered up with a fast-growing RIA seeking a Lead Advisor at their Bellingham, WA location. The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships. The Lead Advisor initiates new business, manages existing client relationships, formulates and implements advice, and may rely on technical specialists to develop recommendations within a given area of expertise.
The Financial Advisor can expect to focus on the following areas:
Assume co-advisor and/or lead-advisor role onexisting clients
Responsible for profitable delivery of our servicemodels as outlined in our guidelines
Participates in and/or leads the Discovery Interviewsdiscussions and other strategic onboarding processes
Owns and manages client relationship and clientsatisfaction and is responsible for client retention
Serves as a liaison to our Planning Team forclients
Participates in new client relationship development
Participate in planning meetings regarding newprospects/new clients
Coordinate follow-up workflow on new clients
Convert new revenue from multiple existing clientsor new prospects
Utilize and further develop network of referralsources and centers of influence to generate future business developmentopportunities
Attorneys-Current and Additional Contacts
Previous Clients
Community Networking Opportunities (i.e. ServiceClubs)
Maintain team approach by assisting and filling infor others
Requirements Bachelor's degree in finance or related field from anaccredited college or university; Master's degree preferred
Minimum 5-7 years of experience in investmentmanagement, financial planning or financial services with demonstratedability to develop and manage plans and manage client relationships
Certified Financial Planner™ designation preferredupon hire or must be attained within one year of date of hire
Financial planning/wealth management acumen, judgmentand experience
Excellent communication and listening skills
Client-first attitude
Proficiency in Microsoft Word, Excel, PowerPoint, andOutlook, as well as financial planning and securities balancing software
A team player, collaborative, able to work with andthrough others
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.
Any combination of equivalent education and work experience will be considered.
Benefits
Why Choose Us? We are a growing firm, with opportunities for futuregrowth and advancement in your role.
We offer health, vision, dental, and 401K benefitsoptions for you and your family.
We believe in collaboration, innovation, excellencedoing what's right, and helping our team to provide a world-class service.
Our culture is historically rooted in values ofexcellence, integrity, respect, and transparency. We are dedicated toliving these values through our relationships with clients, each other,and the greater community.
Looking for something else? Let's get to work.
At Ivy Way Placements, we are inspired by collaboration, innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Let us help you find your dream career - apply today!
Worksite address
bellingham, WA, 98227, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.