Financial Advisor

The Misch Group; Washington; On-site; USD 90,000 - 125,000; Full time

Job summary

The Misch Group is seeking an experienced Financial Advisor to join our independent wealth-management team in Washington. You will guide clients through comprehensive planning, retirement income strategies, and ongoing asset management to help them reach their financial goals.

We value relationship-building, strong technical knowledge, and a collaborative, small-team environment. CFP with Series 7/66 or equivalent, and a commitment to regulatory standards are preferred; 3+ years in financial

Qualifications

• Polished, friendly, professional demeanor.
• Experience in financial services industry.
• CFP or in process; 3+ years in financial services acceptable.
• Strong client focus with service mindset.
• Knowledge of regulatory and compliance standards.

Skills

Financial Planning

Client Communications

Team Player

Back Office Support

Time Management

Attention to Detail

Education

CFP certificate in progress

3+ years in financial services

Bachelor's in Finance/Accounting

FINRA Series 7 and 66/65 preferred

Background and credit check

Tools

Junxure

Morningstar

TD Ameritrade

SEI

American Funds

Windows & Microsoft Office

Job description

Financial Advisor

We are looking to add an experienced Financial Advisor(s) to our team. We are a SEC registered RIA firm that is relationship-focused, providing comprehensive wealth management and retirement income planning for a diverse client base. As an advisor on our team, you will use your knowledge and skills obtained through experience, education, and training to help ensure clients achieve their financial plans.

This position is a perfect opportunity for a Financial Advisor who wishes to be part of a Team, not in a large corporate organization, who wishes to consistently have a positive effect on people’s financial lives. A growing business for over 30 years, our full service financial planning supports clients from wealth accumulation through retirement and wealth preservation.

Knowledge, Skills, and/or Abilities:

• Demonstrate proficiency in financial planning principals
• Possess a genuine interest in serving and caring for clients while being able to start and hold conversations to determine their financial objectives, risk tolerance, income, expenses, insurance coverage, tax status and/or other information needed to develop a financial plan.
• Demonstrate a willingness to go above and beyond for exceptional customer service
• Comfortable being a key component in a small team of professionals
• Detail oriented with a commitment to accuracy
• Demonstrate an understanding of financial markets and can effectively simplify complex financial concepts while building relationships with clients
• Strong time management and organizational skills
• Comfortable with multitasking and changing priorities.
• Willingness to help improve and develop processes for the back office to better support advisor activities
• Experience with Junxure, Morningstar, TD Ameritrade, SEI and American Funds a plus
• Proficiency with Windows and Microsoft Office

Education and/or Requirements:

• Polished, friendly, professional demeanor
• CFP certificate, or in process
• New Certified Financial Planner (“CFP”) considered depending on other experience, otherwise a minimum of 3 years of experience in financial services industry
• FINRA Series 7 and 66 and or 65 strongly preferred
• Ability to successfully pass a background and credit check
• Experience in an independent financial services firm preferred
• Bachelor’s degree, preferably in finance, accounting, or related field
• Impeccable SEC and FINRA record, clean U4
• CPA or EA with personal income tax experience a very strong plus