Wealth Advisor

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Keel Point, a distinguished wealth management firm, with multiple locations in the United States, including Huntsville, AL, is seeking a Wealth Advisor to join our team! We believe in working hard to make sure our clients and their families achieve their financial goals, but we equally value work life balance.

The Wealth Advisor would be joining a team that currently consists of 4 advisors and 7 support team members. We are looking to add a Wealth Advisor to our team who is excited about serving families to accomplish Keel Point's purpose, helping others harness wealth to live with peace and purpose.

Job Description - Wealth Advisor

This position offers the right candidate an opportunity to join a collaborative team with a strong growth trajectory, build a fulfilling career helping others manage their financial lives, and influence the future of an innovative wealth management firm. We are looking for a candidate able to step into managing client relationships immediately and deliver a high level of service. There are no expectations for traditional business development, but the right candidate will be able to deliver a level of service and care that will naturally generate referrals from clients' friends and family.

Key Qualifications and Characteristics:

• Experience working directly with clients and managing client relationships
• Currently licensed (SIE, Series 7, Series 66)
• Enjoys both the relational and technical components of being an advisor
• A knowledgeable planner with a desire to continue learning
• Experience developing and maintaining customized financial plans
• Comfortable discussing the tax implications of various planning strategies
• Has experience with Excel and at least one financial planning software
• Experience trading and managing client portfolios
• Familiar with using a Client Relationship Manager (CRM)
• Likes working on a collaborative team and contributes to a positive team culture
• Has a strong work ethic and high personal and professional integrity
• Pays attention to details and takes pride in the quality of their work

Responsibilities:

• Be the financial advisor responsible for 100-130 households
• Be responsible for executing our client service matrix to ensure a high level of service
• Develop and present financial plans for prospects and new clients
• Create suggested portfolio allocations and recommendations for employer retirement plans
• Manage several 401k plan relationships (assist new employees, manage annual meeting)
• Prepare for client meetings by updating plan documents and preparing a financial planning driven agenda
• Provide timely meeting follow up to ensure action items are addressed and notes are documented
• Help our team serve our entire client base through special projects and creating efficient processes

What We

Offer:

• A competitive salary, negotiable based on experience.
• Comprehensive benefits including medical, vision, and dental insurance.
• Employer contributions to Health Savings Account and 401(k) to help you plan for your future.
• Generous vacation policy to support your work-life balance.
• A friendly, collaborative work environment that values your contributions.

If you're ready to take the next step in your career and make a difference in the lives of our clients, we invite you to apply. Join us and become part of a team that values your expertise and dedication!

Seniority level

• Seniority level
  
  Mid-Senior level

Employment type

• Employment type
  
  Full-time

Job function

• Job function Finance

Referrals increase your chances of interviewing at Keel Point by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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