Wealth Advisor - CFP Required
6 - 10 years
United States
Full-time
Remote
1 month ago
About the role
If you are interested in applying, please click this link and answer the two questions. It will take less than 10 minutes: https://go.cultureindex.com/p/kcRy7YvTvTtOnTqM7MDa
OUR FIRM
Conway Wealth is an innovative, fast-growing boutique wealth management firm providing investment management and financial planning services to high-net-worth clients. We are looking for a Financial Advisor who will play a key role in our advisory business.
At Conway, we lead clients toward Aligning Life & Wealth® by focusing not just on investment gains but gains in the parts of life that create lasting happiness. Ideal candidates for the Financial Advisor role are proactive, results-oriented, and can deliver exceptional financial advisory services to our clients while also leading our next-generation initiatives and actively participating in our business development strategy.
THE ROLE
The Financial Advisor will be responsible for working across all client relationships, leading our next-generation initiatives, and actively participating in our business development strategy. You will collaborate with our clients to understand their financial objectives, develop comprehensive financial plans, and provide ongoing guidance to help them achieve their goals. Additionally, you will play a crucial role in expanding our client base and fostering relationships with the next generation of clients.
Joining a rapidly growing, entrepreneurial RIA means aligning your career with a firm that is actively scaling – creating meaningful advancement and ownership possibilities for those who help drive that growth.
RESPONSIBILTIES
SKILLS
COMPENSATION
For more information about the company, visit our website at www.conwaywealth.com. Conway Wealth is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law. Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Adviser, doing business as Conway Wealth Group, LLC. 4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600 Fax 973-285-3666 Direct Office Tel. 973-285-3640.
This document is for your private and confidential use only, and not intended for broad usage or dissemination. Compliance code: 8631458.1
OUR FIRM
Conway Wealth is an innovative, fast-growing boutique wealth management firm providing investment management and financial planning services to high-net-worth clients. We are looking for a Financial Advisor who will play a key role in our advisory business.
At Conway, we lead clients toward Aligning Life & Wealth® by focusing not just on investment gains but gains in the parts of life that create lasting happiness. Ideal candidates for the Financial Advisor role are proactive, results-oriented, and can deliver exceptional financial advisory services to our clients while also leading our next-generation initiatives and actively participating in our business development strategy.
THE ROLE
The Financial Advisor will be responsible for working across all client relationships, leading our next-generation initiatives, and actively participating in our business development strategy. You will collaborate with our clients to understand their financial objectives, develop comprehensive financial plans, and provide ongoing guidance to help them achieve their goals. Additionally, you will play a crucial role in expanding our client base and fostering relationships with the next generation of clients.
Joining a rapidly growing, entrepreneurial RIA means aligning your career with a firm that is actively scaling – creating meaningful advancement and ownership possibilities for those who help drive that growth.
RESPONSIBILTIES
- Comprehensive Financial Planning: Develop, implement, and maintain comprehensive financial plans for clients by following the Conway Wealth process.
- Client Relationship Management: Build and maintain strong, long-term client relationships through regular communication, reviews, and adjustments to their financial plans as needed.
- Next-Generation Engagement: Lead and develop strategies to engage with the next generation of clients, providing them with financial education, guidance, and advisory services.
- Business Development: Actively participate in the development and execution of business development strategies, including identifying opportunities for growth, attending networking events, and contributing to marketing initiatives.
- Investment Management: Collaborate with our investment team to implement investment strategies aligned with clients' goals, values, and interests.
- Regulatory Compliance: Ensure adherence to all regulatory requirements and compliance standards in the provision of financial advisory services.
- Stay Informed: Keep abreast of industry trends, market conditions, and changes in financial regulations to provide informed advice to clients.
SKILLS
- Certified Financial Planner (CFP) designation is required.
- Bachelor's degree in finance, Business, or related field.
- Minimum of 3 years of experience in financial planning and advisory services.
- Strong interpersonal and communication skills.
- Proven ability to build and maintain client relationships.
- Knowledge of investment strategies and financial products.
- Proficiency in financial planning software and tools.
- Commitment to maintaining the highest ethical standards and compliance with regulations. Prior experience with custodians (i.e., Fidelity) is a plus.
COMPENSATION
- Competitive base salary + annual performance-based bonus.
- One-time referral bonus for each net new client that results in revenue producing accounts brought to the firm.
- Competitive retirement and benefits package.
For more information about the company, visit our website at www.conwaywealth.com. Conway Wealth is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law. Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Adviser, doing business as Conway Wealth Group, LLC. 4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600 Fax 973-285-3666 Direct Office Tel. 973-285-3640.
This document is for your private and confidential use only, and not intended for broad usage or dissemination. Compliance code: 8631458.1
Skills
Financial Services