Position: Senior Financial AdvisorThe Meeder Wealth Management team operates in a fiduciary role by providing the highest level of transparency in creating comprehensive investment and financial solutions. The Meeder Wealth Management team consists of experienced, enthusiastic, knowledgeable professionals who have an uncompromising desire for excellence. Meeder's core values are the base of everything we do and guide us in every interaction with our clients, as well as our internal team members. The Meeder Wealth Management team is seeking an established and experienced Senior Financial Advisor to assist our clients in managing their portfolios and investment strategies. The successful candidate meets with clients to determine their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.
Primary Responsibilities:- Grow our business strategically by cultivating of new wealth management client business.
- Deliver and build consistent message to potential clients that properly reflects Meeder Wealth Management's history of serving clients over 45 years.
- Establish sales and new revenue forecasting on a monthly/quarterly/annual basis.
- Consistently and accurately manage information within the CRM software platform.
- Collaborate with other members of the firm in marketing to new client prospects, as well as client transition for ongoing service.
- Share expertise to effectively grow and enhance other team members business development capabilities.
- Keep abreast of current industry developments and maintain high level of understanding of the wealth management industry.
Critical Success Factors:- Accuracy, attention to detail and the ability to explain complex information clearly and simply.
- Strong understanding and belief in all solutions available to clients.
- Strong knowledge of the investment business and strong understanding of financial planning concepts.
- Excellent communication (both written and verbal), interpersonal, and computer skills.
- Ability to connect with potential clients and build relationships on an individual basis.
- Excellent oral and written communication skills.
- Team player who works collaboratively with others.
Skills Required:- 5+ years of financial advisory experience.
- Bachelor's degree in finance, economics or a related field.
- FINRA General Securities Representative license (Series 7), and FINRA Uniform Investment Adviser Law Exam (series 65)
- CFP, CHFC designation preferred (completed or in progress).
