Financial Advisor Partner

TruNorth Advisors, LLC; Raleigh (NC); On-site; USD 100,000 - 500,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Retirement plan

Job summary

TruNorth Advisors, LLC is seeking a Lead Financial Advisor in Raleigh, NC to guide retirement planning and client relations. You will meet clients in-office or via Zoom, build financial plans, and provide exemplary service while contributing to growth and a possible partnership track.

The ideal candidate holds essential licenses, excels in client communication, and thrives in a fast-paced, team-oriented environment with a commitment to long-term fit.

Qualifications

• Hold licences in health and life insurance; Series 65 or 66 required.
• Ability to build financial plans and reporting models.
• Excellent client relations and communication skills.
• Willingness to meet clients face-to-face or via Zoom.

Responsibilities

• Work with high-net-worth clients to ensure retirement 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 and understand client needs, especially near retirement.
• Be a high performer motivated to grow with a rapidly expanding company.

Skills

Licenses in financial industry

Health and life insurance licenses

Series 65/66

Financial planning / reporting

Client relations

Public speaking

Time management

Critical thinking

Written and oral communication

Drive to win / self-motivated

Tools

Zoom

Job description

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 Lead Financial Advisor with a potential for Partnership in time. 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 meeting face to face with clients in our office, speaking publicly at events, 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 $100K-$500K , 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.

Skills & Experience Required:

• Hold your licences in the financial industry including Health and Life Insurances, Series 65 or 66 - additional licenses are appreciated but not required. Do Not Apply if you do not hold the needed licenses.
• 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
• Comfortable presenting to clients and prospects in education settings
• Ability to handle client in-bound calls with ease and confidence
• Possess a high drive to Win and achieve great things! (Competitive)
• Ability to work independently with high-level productivityWillingness 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, having the ability to work with those in or near retirement is especially important.
• Be a high performer who is highly motivated to grow with a rapidly expanding company