Jobs in Hurricane, WV

About the role

GENERAL JOB DESCRIPTION We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing sound financial advice to a wide range of individuals. The successful candidate joins a highly professional team that provides strategic advice to clients including, but not limited to, cash management, insurance analysis, retirement, tax & estate planning, and investment advisory services. MAJOR DUTIES AND RESPONSIBILITIES • Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success. • Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory. • Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs. • Client relationship development and management, including ongoing and regular client contact and communications. • Client meeting preparation: review all required paperwork prior to meetings. • Actively engage with clients to update financial planning goals, objectives and strategies. • Gather client information and create or update planning projections and recommendations through eMoney (prior experience preferred but not required), as well as other proprietary planning tools. • Work closely with the Investment Team to assist with the investment management process. This includes the coordination of the comprehensive planning and wealth management strategies. • Participate in business development process with prospective clients. • Maintain and grow your financial planning and investment knowledge through continuous reading of periodicals, white papers, research reports and other industry publications. EXPERIENCE/CREDENTIALS • Bachelor’s degree in Accounting or Finance preferred. • 5+ years of relevant experience dealing with wealth management clients and/or services. • Certified Financial Planner (CFP) • Investment management, third party certification or licensing by relevant agency or association an added plus. COMPETENCIES • Working knowledge of planning strategies and solutions. • Ability to work in a team environment, but also comfortable leading the effort when called upon. • Knowledge of investments and macro-economics as they relate to clients’ investment goals and objectives. • Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients. • High attention to detail. • Strong written and oral communication. FEATURED BENEFITS: • Medical Insurance • Dental Insurance • Vision Insurance • 401(k) • Health Savings Account • Paid Maternity Leave • Paid Parental Leave • Tuition Reimbursement

What you'll bring

• 5+ years of relevant experience dealing with wealth management clients and/or services.
• Certified Financial Planner (CFP)
• Investment management, third party certification or licensing by relevant agency or association an added plus.
• Working knowledge of planning strategies and solutions.
• Ability to work in a team environment, but also comfortable leading the effort when called upon.
• Knowledge of investments and macro-economics as they relate to clients&rsquo
• investment goals and objectives.
• Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
• High attention to detail.
• Strong written and oral communication.
• Bachelor’s degree in Accounting or Finance preferred.
• prior experience preferred but not required

Benefits