Armstrong Wealth Management Group ยท 1 day ago
Financial Advisor
Florence, SC
Full-time
Onsite
Senior Level
5+ years expArmstrong Wealth Management Group is an established team with 29 years of experience, currently looking to add another wealth manager to support their growing practice. The role involves providing exceptional client service, conducting financial planning, and offering investment solutions while ensuring compliance and mitigating risks.
AdviceFinancial ServicesWealth Management
Hiring Manager
Reginald Armstrong
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
Qualification
Required
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)
Preferred
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
Company
Armstrong Wealth Management Group
Armstrong Wealth Management Group is a wealth management firm that provides varieties of financial services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Lee Carter
Client Wealth Manager & Partner
Company data provided by crunchbase