Wealth Management Partners, LLC has the following position available:

Wealth Management Advisor / Financial Planner

Job Type:    Full time

Education:  Bachelor’s Degree

Category:    Financial Planning / Finance

Responsibilities include but are not limited to:

• Identifying and pursuing targeted prospects
• Maintaining contact with prospects through marketing materials, e-mail commentary, phone calls, client/prospect event, etc. and follow up on a regular basis until an appointment is scheduled or it is determined the prospect is not interested
• Meeting with clients to determine their needs and then creating customized financial plans using the 8 Wealth Management Issues^®
• Following up with clients accordingly
• Meeting with product sponsors
• Conducting investment research on fund companies and securities products
• Placing trades
• Identifying continuing education opportunities for the financial services staff and attending training as appropriate
• Creating brochures, collateral, newsletters and other advertising pieces
• Ensuring prospectuses and other literature are available as needed
• Assist during tax season by preparing returns and/or perform special projects as assigned

Education/Qualifications/Required skills:

• Bachelor’s or higher degree in Accounting or Finance
• Minimum four years financial planning experience and sales experience
• FINRA Securities Licenses required; specific licenses will depend on assignments
• Qualified candidates must have excellent communication, relationship building, persuasiveness, critical thinking and technical skills
• Ability to act and operate independently with minimal daily direction from manager to accomplish objectives
• Ability to work cooperatively and collaboratively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results

Wealth Management Partners, LLC offers competitive benefits/compensation packages.

Interested candidates should submit a letter of interest and a resume to info@wmpcpa.com.

Wealth Management Partners, LLC is an equal opportunity employer.