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Raven Ridge · 4 months ago

Financial Advisor CFP

Portsmouth, NH 03801

Full-time

Hybrid

Mid, Senior Level

$125K/yr - $175K/yr

5+ years exp

Raven Ridge is a growing firm in the financial services industry, seeking a Financial Advisor with CFP for a full-time position. The role focuses on account management and client retention, requiring the advisor to develop and implement financial planning goals, monitor client accounts, and provide recommendations to meet clients' financial objectives.

Human ResourcesRecruitingStaffing Agency

Responsibilities

Work with clients and their family to develop and implement appropriate investment and financial planning goals and objectives

Monitor client accounts, and investment performance versus benchmarks, and develops insights for clients regarding key contributors and detractors

Reviews portfolio issues (i.e., taxes, liquidity events, etc.) quarterly

Manage investment transition for new clients

Communicate and collaborates with the Investment Team regarding investment strategy and client portfolio structure

Provide recommendations to individuals and family enabling them to fulfill their financial goals

Identify insurance needs for clients and assess proper solutions

Discuss estate planning and work with internal and external resources to meet estate planning goals of the client

Consultation with attorneys and accountants on financial, tax, and estate planning

Client meeting planning, facilitation, and presentation

Compliance with all industry rules and regulations and firm policies

Qualification

CFPFinancial Services experienceWealth Management experienceCRM software proficiencyPortfolio Management systemAnalytical skillsMS Office proficiencyRelationship buildingCommunication skillsOrganizational skills