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Simplex. · 4 months ago

Senior Wealth Advisor

Macon, GA

Full-time

Onsite

Senior Level

$175K/yr - $225K/yr

5+ years exp

Simplex is an established Registered Investment Advisor and Financial Life Manager that has been in business for almost 25 years with over $1B in Assets Under Management. They are seeking a Senior Wealth Advisor to work closely with a retiring partner, focusing on client service and business development within a tight-knit office culture.

Information Technology & Services

Responsibilities

Collaborate with, learn from, and support our seasoned Financial Advisors in every aspect of client service and business development

Prepare for client meetings, service client needs, conduct financial analysis, and manage follow-up and tasks in an elite boutique wealth management firm specializing in complex financial planning, tax planning, and estate planning strategies

Qualification

Wealth Management experienceExcel proficiencyFidelity systems knowledgeCFP certificationSalesforce knowledgeEMoney knowledgeFinancial conceptsCustomer service orientationWork ethicTeam collaboration

Required

5+ years of experience in a Senior or Lead Wealth Management position

Great skill with Excel, industry systems - Fidelity, Schwab, Salesforce, EMoney

Understanding of the Wealth Management industry and terminology/concepts. Dividends, Capital Gains, IRA's, Opening accounts, etc

The desire to push their career, earnings, and personal opportunities through the roof

Strong Customer / Client services orientation

Preferred

CFP Preferred

Benefits

Incentive plan on top of base salary includes commissions for new business, servicing an existing book of business, as well as a discretionary bonus based on achieving goals.