Financial Advisor

The Carlisle Group has been retained to find a Financial Advisor. Our client is a Christian financial advisory firm that is a Registered Investment Advisor dedicated to helping others maximize their stewardship of God’s resources. This organization serves a growing number of individual investors, families, businesses, and nonprofit organizations in building a lasting legacy. This position is located in Binghamton, NY.

The salary range for this role goes to $90k.

They were founded in 1990. The headquarters is in Lancaster, PA. They also have offices in FL (Fort Myers, Naples, and Tampa), and NY (Binghamton and Corning). They oversee approximately $1.2B in assets under management and provide all types of services to include wealth management, insurance planning, retirement planning, estate planning, tax-wise charitable giving, and family legacy. This opportunity is available due to growth at the firm.

• Provide expert guidance to meet the financial planning needs of individuals and businesses, including retirement, insurance, investment, estate, business planning, and education funding.
• Develop holistic financial solutions by understanding clients’ goals and visions to put them on a path to financial success.
• Communicate with clients about financial products and market trends, supported by the firm’s network of financial specialists.
• Meet with clients to determine financial objectives, risk tolerance, income, expenses, and assets.
• Offer strategic advice on investments, insurance coverage, and debt management tools.
• Secure products, establish accounts, and move money in compliance with regulations.
• Perform market research to stay current with financial trends with our Faithward Capital team.
• Prepare financial documents such as income projections and investment reports.
• Review client accounts regularly to adjust plans as needed due to personal or financial changes.
• Analyze market performance, investments, and client data to develop strategies for financial goals.
• Execute accurate reporting for sound analysis and recommendations.
• Regularly contact clients to understand changes in their financial status and answer questions about financial plans and strategies.
• Implement financial plans or refer clients to other professionals for additional support.
• Respond to phone calls, texts, and e-mails in a timely fashion.
• Build and maintain client bases, keep financial plans up-to-date, and continually grow the portfolio of new clients.
• Identify and pursue potential clients to sustain a strong client base.
• Attend networking meetings, ask for referrals for new clients.
• Utilize the firm’s wealth management team to guide advisory services.
• Collaborate with client service team, tax, legal, and insurance professionals to develop comprehensive financial roadmaps.
• Maintain compliance with financial industry rules and regulations.
• Continue professional development through classes, workshops, webinars, and associations.
• Follow and adhere to Company policies, procedures, and guidelines.
• Be willing to learn about the industry and help us maintain and grow firm’s marketplace position.
• Attend business meetings and training as required.
• Perform other administrative tasks and special projects assigned.

• Maintain a professional attitude and appearance.
• Possess the ability to connect with a variety of personalities.
• Live out Faithward Formula.
• Exhibit strong leadership skills – leads by example and helps motivate others to do their best.
• Utilize extremely strong phone skills – high energy and passion for helping others.
• Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line.
• Be enthusiastic about providing the best possible customer service for clients and customers.
• Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments.
• Be self-motivated and results driven with proven ability to succeed – desire to grow both professionally and personally.
• Possess strong relationship management and the ability to drive multiple tasks to completion successfully.
• Be a resourceful team player and a…