Service Financial Advisor - Salaried Positon

Job Title:

Financial Advisor Job Summary:

Due to strong growth, we are seeking an experienced and detail-oriented Financial Service Advisor to join our team and support the Lead Advisors and other key departments to maximize revenue and retention. The successful candidate will focus on case preparation, enhancing client meeting effectiveness and excel at client relationship management. This is an excellent opportunity for a skilled and results-driven individual to make a significant impact in the financial services industry; this role provides a foundation to explore various paths within the firm, including development into a Lead Advisor.

Competitive Salary Range:

$70,000•100,000 base salary, PLUS competitive bonus

Benefits Include:

Paid Time Off Health Insurance Dental Insurance Vision Insurance 401(k)

Responsibilities:

2nd Chair to Advisor(s) Prepares all necessary material and preps Lead Advisors for all client meetings to ensure agenda and deliverables are ready. Attends all client meetings to facilitate thorough documentation, meeting summaries, action items, and follow-through with the client and team. Owns and leads the follow through and execution of action items from all meetings. Facilitates and monitors progress throughout the initial planning experience, onboarding, and ongoing reviews. Creates and manages workflows and tasks to ensure quality and timely execution. Plan Creation Serves as liaison w/ H.O. FPS to send and review Plans. Reviews completed plans for accuracy, quality, and case strategy opportunities. Prepares questions and presents @ Case Strategy Meetings. Identifies and provides feedback to Leadership for planning and client experience enhancement. Client Relationship Management and Service Serves existing clients as the initial point of contact for ongoing service questions and advice. Identifies service and advice requests for Lead Advisor involvement and/or collaboration. Manages client reviews schedule to ensure timely connections are completed. Planning and Investment Support Supports Director of Investments and Planning in miscellaneous requests, as capacity allows. Supports miscellaneous project assignments. Qualification and Skills Life Accident and Health Exam Series 7 and 63 preferred (will consider Series 6 in lieu of Series 7) CFP® designation preferred Exceptional organizational and communication skills (oral and written) Highly proactive, engaged and motivated to learn and continue professional development Polished presentation Excels in collaborative, team environment Adaptive to change Proficient with Word, Excel, Outlook, and technology in general Experience 2to 5 Yr+ Industry 2 to 5 Yr+ Financial Planning Concepts 2 to 5 Yr+

Investments and Insurance Job Type:

Full-time Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

WHO WE ARE

At The Reserve Wealth Collective , we take a comprehensive approach that goes far beyond investment management. We are proud to be affiliated with one of the strongest financial institutions in the world•Northwestern Mutual•but wanted to create a brand that spoke to the unique work we do for clients. We are proud of the exclusivity of what we offer and how we deliver service to clients.

Pay:

$70,000.00•$100,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Paid training Vision insurance

License/Certification:

Series 63 (Required) Series 6 (Preferred) Series 7 (Preferred)

Work Location:

In person