Financial Advisor

TruNorth Advisors; Charlotte (NC); Vor Ort; USD 75.000 - 125.000; Vollzeit

Benefits dieser Stelle

Medical & dental benefits

Retirement plan

Holidays off

Paid vacation

Zusammenfassung

TruNorth Advisors, LLC seeks a Financial Advisor to build holistic financial plans for clients and meet weekly to review progress. The role emphasizes attentiveness, organization, and customer service excellence within a growing team.

The candidate should hold Life/Health licenses, Series 65/66 and CFP or be pursuing the CFP within 12 months, with a commitment to delivering superior client service and accurate financial planning.

Qualifikationen

• Hold licenses in health and life insurances, Series 65 or 66, and CFP or pursuing CFP within 12 months.
• Strong reporting and financial plan building.
• Excellent rapport with clients and coworkers.
• Ability to work independently with good time management and critical thinking.
• Excellent written and oral communications.
• Superior client relations skills.
• Proficiency in Microsoft Office Suite.
• Ability to handle inbound calls with ease and confidence.
• Excellent organizational skills.
• Willingness to learn new programs.

Aufgaben

• Work with high net worth clients to ensure retirement is on track.
• Build financial reporting models to gauge performance and investment strategies.
• Meet face to face with clients in-office or via Zoom.
• Listen to client needs and respond promptly on behalf of the team.
• Be a high performer motivated to grow with a rapidly expanding company.

Kenntnisse

Licensing & CFP readiness

Financial planning

Client relations

Time management

Communication

Microsoft Office

Ausbildung

CFP designation in progress

Tools

Microsoft Office

Jobbeschreibung

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.

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.

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
• Excellent organizational skills
• Ability to work independently with high-level productivity
• Willingness to learn new programs.

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