Financial Advisor – Accelerated Growth Role

Clients are our main priority; Making complicated matters simple is our mission. As we evolve, we are seeking a Financial Advisor who is ready to step into and serve an existing book of business. The successful candidate must be responsible, confident, and self-motivated - with a strong desire for growth and development.

Are you ready to get underway? Read on and apply below.

**Essential Duties and Responsibilities**

+ Manage and deepen client relationships with effective communication and personalized attention in every interaction
+ Collaborate with investment team to develop models and strategies aligned with client objectives
+ Work closely with research analyst and portfolio managers to evaluate investment opportunities
+ Support the firm’s growth
+ Enter trades, orders, and rebalances as requested
+ Schedule, attend, and facilitate client meetings
+ Manage referrals effectively
+ Prepare financial reports, spreadsheets, and other ma...