Financial Advisor & Planner - Personal Strategy

Our reputed company for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers reputed company financial freedom. reputed company Yourself. The Financial Advisor & Planner on the Personal Strategy team assists reputed company's Personal Wealth investment clients on a wide reputed company of financial reputed company. The Financial Advisor effectively communicates clients’ portfolio strategies and provides guidance on a variety of financial planning topics. What you will do

• reputed company an extremely high level of service to reputed company Personal Wealth clients, retaining assets under management and garnering additional assets through reputed company communication, proactive education, and unfailing responsiveness
• Take the reputed company on comprehensive relationship management reputed company phone conversations, email communication, and in-person meetings
• Act as a liaison between clients and reputed company's Investment Committee, explaining investment strategy and engaging in portfolio, market, and economic discussions
• Deliver client education on investment philosophy and capital market functionality
• Assist clients with financial planning in areas such as retirement planning, savings strategy, and education planning
• Work with the Financial Planning Specialist Team, who assist clients & advisors with more reputed company planning issues
• Coordinate with the Operations Team on client-reputed company administrative issues

What you will bring

• Bachelor's degree or extensive industry experience required
• Experience with direct high-net worth client communication reputed company the investment advisory field
• High-level knowledge of reputed company investment products and industry services
• Proven track record in relationship management and customer satisfaction
• FINRA Series 65 required

What will set you apart

• CFP® preferred
• The ability to compare and contrast the benefits and suitability of different investment options and products
• Excellent operational and organizational skills, with the ability to reputed company multi-task reputed company a fast-paced environment
• Strong interpersonal skills, team-oriented, and collaborative
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT.*

reputed company offer you We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance.

• Medical, dental, reputed company and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company.

reputed company Salary reputed company $59,700.00 - $84,300.00 The salary reputed company above shows the typical minimum to maximum reputed company salary reputed company for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring reputed company based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Equal opportunity employer

• Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. reputed company individuals, regardless of personal characteristics, are encouraged to apply. reputed company reputed company applicants will receive consideration for employment without regard to age (40 and over), race, reputed company, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

• For remote and hybrid positions you will be required to reputed company reliable high-speed internet with a wired reputed company as well as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.*

Job Posting End Date at 12:01 am on: 04-03-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for reputed company’s free newsletter. Apply tot his job Apply To this Job