Conway Wealth · 4 days ago

Financial Advisor

United States

Full-time

Remote

Mid Level

3+ years exp

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Responsibilities

Develop, implement, and maintain comprehensive financial plans for clients by following the Conway Wealth process.

Build and maintain strong, long-term client relationships through regular communication, reviews, and adjustments to their financial plans as needed.

Lead and develop strategies to engage with the next generation of clients, providing them with financial education, guidance, and advisory services.

Actively participate in the development and execution of business development strategies, including identifying opportunities for growth, attending networking events, and contributing to marketing initiatives.

Collaborate with our investment team to implement investment strategies aligned with clients' goals, values, and interests.

Ensure adherence to all regulatory requirements and compliance standards in the provision of financial advisory services.

Keep abreast of industry trends, market conditions, and changes in financial regulations to provide informed advice to clients.

Qualification

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Certified Financial Planner (CFP)Financial PlanningInvestment StrategiesFinancial Planning SoftwareDegree in FinanceClient Relationship ManagementCustodians Experience