Financial Advisor - Corps Team : Job Details

Posted: 02/06/2025 Employment Type: Contract Industry: Financial Services Job Number: 17331 Field of Expertise: Banking Remote Friendly: Fully Remote

Certified Financial PlannerRecruiting and staffing of this position is being handled by Corps Team on behalf of our client. This is a part-time consulting position (20-30 hours per week) with our client who is a well-respected financial services firm. Candidates must be local to Colorado, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington DC, or Wisconsin where the firm is registered.Responsibilities:

• The Certified Financial Planner will serve as part of the team managing an existing book of business as well as meeting with prospective clients (inbound leads).
• Develop fluency in our core managed account program in order to get clients into the right solutions for their specific situation.
• Deepen relationships with HNW clients and provide comprehensive financial planning for households with over $1 million under management.
• Work with clients on rebalancing their investments annually, accounting for special circumstances that warrant non-traditional asset allocations.
• Maintain a sales rhythm that includes inbound appointments as well as outbound efforts to nurture leads along the sales pipeline.
• Embrace metrics that drive business results - measuring conversion rates, retention rates, and net new assets as KPIs.
• Provide sound financial advice at all client levels, whether about IRA contribution limits or limit orders.
• Build strong relationships and partner on feedback with our internal teams, including client service, marketing, portfolio managers, traders, operations, and developers.

Bachelor's Degree in Accounting, Finance or related discipline required with a minimum of 5 years of relevant professional experience including investment banking and accounting.

• 5 years of financial advising and financial planning experience.
• Ability to work part-time hours during market hours (9-4 EST).
• CFP, CFA, CRPC or other comparable certification is a minimum requirement.
• Series 65 license.
• Must have excellent presentation, verbal and written communication skills.
• Strong familiarity with Zoom and other video meeting platforms.
• Experience with CRM tools.
• Ability to maintain confidentiality; will be working with sensitive material.
• Comfortable with a broad scope of work and understanding the ‘why' behind various responsibilities.
• Can adapt to change quickly and identify when to reprioritize.
• Willingness to learn and solve problems; may be assigned one-off projects with little guidance.
• A self-starter with flexibility to work independently and as part of a team.
• Emotional intelligence and discretion.
• Strong work ethic.
• Flexibility to take ownership of wide-ranging responsibilities.
• Ability to flourish in a rapidly evolving environment.
• Desire to be part of a team and the capacity to operate autonomously.
• Must have a home office set-up with a private office space and high-speed internet.

Corps Team is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.