Financial Advisor

March 15

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Ellevest

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Personal Finance • Investment Advice • Software • Portfolio Management

51 - 200 employees

Founded 2015

💸 Finance

💳 Fintech

Description

• Build, maintain and grow a book of business through dedicated relationship management and nurturing • Develop a thorough understanding of each of your client’s needs, goals, and financial status in order to guide them based on Ellevest’s investment philosophy • Provide and recommend strategies in a clear, supportive, and helpful manner to help clients achieve their goals over time • Identify appropriate savings, investment, and spending strategies to reflect clients' risk preferences, liquidity needs, and investment objectives • Demonstrate exceptional client relationship management capabilities; build written and verbal plans to communicate recommended strategies to clients; set, manage, meet and exceed client expectations in order to build value in relationships over time • Monitor portfolios for clients on an ongoing basis to retain and grow our client relationships, and conduct periodic reviews to help clients feel connected to Ellevest and their investing strategy • Comply with Ellevest methods and guidelines, and uphold our documentation and organization standards to meet compliance requirements • Promote professional and team development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry; stay aware of significant changes or developments (e.g. taxation, regulatory, legal, competitive, technical) within the fields of investments and financial services • Maintain all required licenses and designations • Support the growth of new product offerings and team development as Ellevest scales

Requirements

• 8+ years experience and demonstrated track record of success in building your own book of business in financial advisory • Active FINRA Series 65, and/or active CFP designation in good standing. Note: Given our status as a Registered Investment Advisor, we cannot carry FINRA Series 6, 7, 63, or 66 licenses • Outstanding oral and written communication skills, high emotional intelligence, and the ability to translate complex financial topics to audiences of different levels of experience and knowledge • Intellectual curiosity, a deep desire to solve problems, and an exceptional attention to detail • The ability to serve as a successful and determined advocate for your clients • Experience relying on and adapting to new technology • Passion for our women-oriented mission

Benefits

• Equity • 401k plan with employer contribution • Medical, dental and vision health insurance (80% of premiums covered by employer) • Unlimited paid time off and flexible scheduling • Paid parental leave • Learning and development opportunities • Financial support for accessing reproductive healthcare • Free access to Ellevest membership and discounts on Private Wealth Management offering