Tax Manager
riversedgeadvisors
Full Time
Producing Financial Planner
riversedgeadvisors· Financial Planning
About this role
RiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Producing Financial Planner to join our team. We are a fee-based firm located right on the Christina River. The Producing Financial Planner will support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.com
Responsibilities include:
- Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
- Actively solicits new and existing financial planning and investments solutions from business owner, retiree, executive and young professional client segment
- Based on individualized needs analysis, collaborates with Financial Advisory team to create recommendations for customized financial solutions to current and potential customers.
- Profiles clients and deliver recommendations to ensure these needs are met.
- Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.
- Delivers a diversified set of investment and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential clients.
- Increases assets under management by offering planning and investment solutions to clients and leveraging partnerships with centers of influence and current clients.
- Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
- Follows firm process of regularly meeting with clients to make adjustments to strategies based on their current situation and goals.
- Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.
- Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
- Understands and adheres to the company’s risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Completes other related duties as assigned.
Position Requirements:
- Bachelor’s degree; preferably in business
- Prior business development experience necessary (5+ years)
- Must have or obtain appropriate investment licenses (within 90 days of hire)
- Vast networking skills
- Good written and verbal communication skills
- Team player, collaborative, able to work with and through others
- Desire/ability to work successfully in a small company environment
- Familiarity with our current systems is a plus, but not required: RedTail, eMoney, Riskalyze, Schwab, Orion
Benefits:
- The salary range for this position will be competitive with the market depending on experience and credentials
- Competitive healthcare with company match to HSA
- Ability to work remotely on an as-needed basis with manager approval
- 401(k) after 6 months of employment
- Personal and bereavement leave
- Upbeat and lively working environment
A background and credit check will be required. We are an Equal Opportunity Employer.
Frequently Asked Questions
Is the salary disclosed for the Producing Financial Planner position at riversedgeadvisors?
The salary for this Producing Financial Planner role at riversedgeadvisors is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Producing Financial Planner position at riversedgeadvisors located?
This Producing Financial Planner role at riversedgeadvisors is based in Wilmington, Delaware, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Producing Financial Planner role at riversedgeadvisors full-time or part-time?
This is listed as a Full Time position. It is posted as a Producing Financial Planner role in the Financial Planning department at riversedgeadvisors.
Which team or department does the Producing Financial Planner at riversedgeadvisors belong to?
This Producing Financial Planner position is part of the Financial Planning department at riversedgeadvisors. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Producing Financial Planner position at riversedgeadvisors?
Click the "Apply Now" button on this page. You will be redirected to riversedgeadvisors's official application portal hosted on bamboohr where you can submit your application directly.
When was the Producing Financial Planner job at riversedgeadvisors posted?
This Producing Financial Planner position at riversedgeadvisors was posted on Nov 28, 2022. Apply as soon as possible — early applications are often reviewed first.
Producing Financial Planner
riversedgeadvisors
You'll be redirected to riversedgeadvisors's official application page on bamboohr.