Mitlin Financial, Inc® · 3 days ago
Managing Director, Wealth Advisor
New York, United States
Full-time
Remote
Director/Executive
$155K/yr - $300K/yr
10+ years exp
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Responsibilities
Provide education to clients about the purpose and details of financial products, services, and strategies. Yes, you read that right, we lead with education
Promote established investment models, strategies suitable for our targeted clients, and planning services.
Adhere to all company and industry supervisory guidelines and policies.
Utilize access to a top-notch tech stack to provide exceptional service
Review investment products currently held in clients’ accounts and reallocate to the appropriate model to help clients meet their financial objectives
Collaborative working environment with stakeholders including compliance
Participate in firm meetings, training, and client events
Maintain all continuing education requirements of a wealth advisor plus required training elements
Participate in community outreach, networking, and marketing activities to drive new business opportunities. We provide a host of marketing materials to assist with this
Leverage centers of influence to extend the referral network
Build and maintain relationships with the families you serve while also cultivating new relationships
Qualification
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Required
A genuine interest in serving and caring for other people
Excellent interpersonal and communication skills
Demonstrate exceptional active listening skills while providing education to those you serve as well as prospective new families
Excellent attitude and an extraordinary client service orientation
Excellent organizational and time management skills
Desire to collaborate with external stakeholders such as Estate Planning Attorneys, Accountants, and other professionals
Track record of successful business development
Experience with Salesforce or other CRM
Understanding of financial planning software such as MoneyGuide and Holistiplan
Ability to handle multiple tasks and priorities simultaneously
10 to 21 years of investment advisory experience
Confidence you can transition $50M plus in AUM
Bachelor's degree or higher
No Reported Disclosures
Preferred
Certified Financial Planner (CFP®) or other designation is highly preferred
Benefits
Health care benefits with vision and dental options
401(k) with matching
Company
Mitlin Financial, Inc®
We Believe Experience and Knowledge Should Go Hand-in-Hand For our founder & wealth advisor, Larry, it’s always been about developing a deeply rooted partnership that extends beyond building a portfolio or selling strategies.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Lawrence Sprung, CFP®
Founder and Wealth Advisor
Company data provided by crunchbase
