Official Job Description:
We are a growing financial advisory business! This position is for a Jr Financial Advisor. Someone relatively new in the business that wants to learn from an advisor and work with clients of the firm. It will not be expected that you find your own clients but bonuses will be given for new clients introduced.
The primary responsibility is to support a financial advisor in his day-to-day activities. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to work with multiple software programs and be very detail-oriented. You will be doing financial planning work for all clients. You will eventually have dedicated clients to work with as the practice continues to grow.
****The most important aspect is that you want to have a strong desire to do everything related to personal finance for a firm that is actively growing. This includes helping me with marketing, youtube, blogs, planning and everything else. We would be a small team and I would lean on this person to do a bit of everything on the team for a period of time.
Benefits:
- I am still working out what the potential benefits are depending on the applicant's need
- Base Pay will be in the $65,000 - $80,000 range with potential business growth incentive bonuses.
Responsibilities and Skills needed:
- Technology Savy and able to multi-task through different software systems
- Ability to prioritize multiple projects at once to determine which should be completed first
- Respond to clients in a timely manner
- Ability to find answers and troubleshoot
- Act with integrity in all situations
- Show a desire to learn more about the industry, rules, and regulations and stay up to date with training
- Assist with marketing advisory practice
Hours each week:
- Full-time with flexible vacation days
Requirements:
- Have worked in a private wealth management team/setting before and already understand the cadence of the job
- Have your series 7 or 66 license.
- Have your CFP or are already on a plan to obtain it. This is a must.
For consideration for this job, include the below importation information:
- Please include a short cover letter with your resume on why you would be best suited for this role.
- If you are unable to attach your cover letter, please email it to nathan@servetwealth.com.
- In that cover letter, please write, "Servet Wealth Management was founded in 2020" which shows your attention to detail.
- I am not looking for a quick hire. I am looking for the right hire.
Job Type: Full-time
Pay: $65,000.00 - $125,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
Compensation package:
Weekly schedule:
Work setting:
Experience:
- Private Wealth Management: 1 year (Required)
License/Certification:
- Series 7 and 66 or 63 license (Required)
Ability to Relocate:
- New York, NY 10001: Relocate before starting work (Required)
Work Location: Hybrid remote in New York, NY 10001