Wealth Management Advisor/Financial Planner

T: (334)230-9676
info@wmpcpa.com

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.