Financial Advisor

Fee-Based Wealth Manager Dedicated to Growing and Protecting the Wealth of Doctors, Retirees, and Busy Professionals

Job Overview:

Armstrong Wealth Management Group is an outstanding team with a unique experience. The team has been established for 29 years and currently consists of three financial advisors and four support professionals. With the growing size of the practice, it is now time to add another wealth manager to ensure clients receive the help they need.

Responsibilities:

• Customer Service:
  Wealth Managers are responsible for all functions of client relationship maintained including providing an exceptional service via incoming calls, directing client transactions, preparing necessary client reports and forms, responding to client emails and proactive client outreach.
• Financial Planning:
  Wealth Managers should have a detailed understanding of all aspects of the financial planning process. Wealth Managers should be effective at collecting and analyzing client data, developing and implementing appropriate solutions, as well as reviewing and maintaining those solutions on an ongoing basis. Wealth Managers will need to knowledgably speak to core concepts such as education, tax, estate, insurance and investment allocation on a daily basis.
• Investment Solutions:
  Clients in our firm possess a very wide range of different investment accounts and strategies. Advisors have the freedom to utilize investment vehicles that are most suitable for clients. Advisors should have a detailed understanding of all account types, investment products, and investment markets in order to serve our clients.
• Consultative Sales:
  Wealth Managers will be responsible for meeting goals in asset investment, wallet share consolidation, and relationship deepening metrics. Wealth Managers will need to be well versed in the consultative sales process in order to demonstrate the value of Armstrong Wealth and LPL, as well as position financial plans and investment solutions that are appropriate for the client.
• Business Partnership:
  Facilitate communication and coordination between departments to ensure smooth client experience and integration. Proactively engage in interdepartmental collaboration to enhance processes and integrate new partnerships and practices to enhance what our team can deliver for clients.
• Risk Mitigation:
  Remain in good standing with various compliance requirements. Assess and mitigate risk through regular book and client analysis. Prevent fraud through security checks and client conversations.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor’s degree or equivalent working experience
• 5+ years of direct client experience within the financial services industry
• Series 7, 63 and 65 or 66 (or ability to obtain within 90 days)

Preferences:

• Life & Health or CFP is preferred
• Must have excellent telephone service/relationship management skills
• Previous experience as financial advisor or delivering advice and guidance to retail clients
• Strong understanding of financial planning concepts, investment markets, and account types
• Must have excellent communication skills, an avid listener, and strong business writing skills
• Entrepreneurial mind set, self-starter and quickly adapt to a fast paced environment
• High integrity, detail oriented and ability to evaluate and mitigate risk
• Proficient in Microsoft Office and web based applications.
• Ability to assist clients while accessing data via multiple PC lookup applications.
• Must have excellent PC and data input skills

For full detail : Careers

Mid-Senior level

Full-time

Finance and Sales

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