Responsibilities
Serve as the first point of contact for a number of the team’s clients.
Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.
Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
Prospect to specialize in a technical area including but not limited to:
Investments: participate on the firm’s investment committee and cover a segment of the investment universe.
Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert.
Business Development: Work cross-departmentally to drive business strategies.

Qualifications
3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships
Either the CFP® or CFA designation, or having passed the exam for the designation, is preferred




Bachelors’ degree from an accredited university
Detail-oriented and highly organized
Of the highest integrity
Maintain a “client-first” mentality

Compensation & Advantages

Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time.
Fully Paid Medical Plan (with no in-network co-pays or deductibles)
Dental
Vision
Life and AD & D
Long-Term Disability
Short-Term Disability
FSA and Generous 401(k) match
Traditional and Roth 401(k)
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📌 Financial Advisor Notre Dame De Lourdes
🏢 Durabilis Studio
📍 Notre Dame de Lourdes