Financial Advisor

At Mackeson Advisory, we empower individuals and families to align their investment strategy with their personal values. This holistic approach to investing and financial planning will give you a sense of purpose and intention as your assets and income are working in ways that resonate with you and support your lifelong ambitions.

As an independent firm, Mackeson Advisory is uniquely able to provide personal, adaptable and individualized service that is professional and secure. We know that entering a partnership with a financial professional is an important decision. We believe in collaboration, respect, and trust. Our goal is to make financial planning and investment strategy accessible, understandable and inspiring. Through considerate evaluation and assessment, we aim to empower our clients with financial advice that has a foundation of intention, and we encourage them to engage their finances with their most deeply held values.

We are seeking an experienced individual (3+ years in the business) to join our firm as a Financial Advisor to focus on client relationship management efforts and provide comprehensive wealth management solutions for our existing client base. This is a fantastic opportunity to develop within a successful business and gain access to outstanding market and growth opportunities while adding stability and capacity to the overall business operation.

In addition to a strong financial model (salary plus bonus), the firm will provide coaching and mentorship to help improve the right candidate’s path to success and work with other advisors to drive the growth of the business.

Primary Duties and Responsibilities

• Responsible for cultivating lasting client relationships; provide outstanding service and responsiveness to existing client inquiries and needs, delivering solutions and aligning resources to create an outstanding client experience

•  Identify organic growth opportunities within the existing client book of business

•  Prospect for new client acquisition opportunities through referrals, networking and lead generation

• Oversee design and implementation of financial plans based on identified risk tolerance, cash flow strategies and appropriate risk and retirement management needs

• Provide consultation solutions pursuant to client personal and/or business financial objective

• Leverage technology solutions (CRM, Financial Planning & client reporting tools) to enhance the client experience and maintain client service records

• Stay abreast of significant changes or developments (e.g. taxation, regulatory, legal, competitive, and technical) within the fields of financial planning and investments

• Maintain all required licenses and designations

• Maintain an in-depth understanding of compliance, regulatory and departmental policies and procedures

The ideal candidate for this Financial Advisor role will be a motivated self-starter who has a thirst for excellence and will be passionate about contributing to our fast-growing team.

Qualifications

·         Minimum of 3+ years related financial planning and client relationship management experience

·         4-year degree

·         CFP® Designation preferred

·         FINRA Series 7, 66, or 65 and 63 licenses

·         Exceptional client relationship management skills - both internal and external client facing

·         Consummate Team Player

·         Proficiency with technology including all Microsoft Office applications, financial planning tools, and CRM software

·         Positive attitude with the ability to effectively manage change and adapt in a continual and rapidly changing environment.

Compensation

Salary range of $125,000-$150,000 depending on experience plus bonus opportunity

Benefits offered:

• Health Insurance

• 401k plan

• Dental, vision, disability and other ancillary benefits