The main responsibility of this position is to lead client relationships.
Essential Functions:
Wealth Advising
- Conduct client meetings, including ongoing strategy meetings and new client onboarding
- Oversee Financial Plan development, updates and presentation
- Conduct Investment Advisory discussions with clients
- Hold client discussions focused on personal and family objectives and vision
- Serve as primary advisory contact for client correspondence.
- Coordinate research, meeting preps & follow-up, and plan development with Advisory team
- Lead planning projects for clients relating to tax, estate, insurance, and employee benefits
- Contribute to the development of associate advisors
- Stay updated and educated on relevant technology resources
- Investment portfolio construction
- Basic investment trading
Firm Responsibilities
- Marketing
- Community Development
- Networking
- Contributing to educational content
- New Business Development
- Practice Management
- Adhere to operational processes/procedures
- Document notes and tasks within operational procedure
- Cross train staff as needed
- Client servicing and communication (where advisor is required)
- Support and adhere to compliance practices
- Assist with firm projects
- Work toward firm goals and metrics
- Strive to practice One Degree's Core Values: Fun, Respect, Alpha, Balance, Give
Qualifications:
Education/Certifications
- Bachelor's degree
- Certified Financial Planner™ (CFP®) designation (CFA® or CPA also considered)
- Certified Kingdom Advisor designation (attained or willing to attain)
- Kingdom Advisors study group participation
- Future professional development, including continuing education and/or designations
Experience
- 5+ years as Financial Planner/Investment Advisor or relevant experience
Knowledge, Skills, and Abilities
- Ability to handle confidential and sensitive information
- Ability to work in a team environment with a client-centric focus
- Strong organizational and project management skills with ability to multi-task
- Ability to establish appropriate timelines and manage multiple deadlines
- Well-developed professional, interpersonal and communication skills
- Able to work with minimal supervision
- Knowledge and proficiency of PC applications, including MS Office
- Specific or similar experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan
Compensation: $120,000 - $170,000+ (salary + bonus, depending on experience and expertise)
Benefits: 401(k) with match, health insurance, PTO (onedegreeadvisors.com/careers for more)
Location: In-office or hybrid preference; Remote based on experience or fit
