Source Financial Advisors is a NYC based highly visible and financial industry-recognized boutique independent wealth management firm with a dedicated specialty to ultra-high net worth and celebrity-divorce clients. Each and every new hire to our team will need to have the ‘right’ professional energy and open-minded willingness to evaluate, disrupt and help create.
We are seeking a professional experienced financial planner and relationship manger. Confidentiality and discretion a must. Possessing emotional intelligence, being able to read body language and being comfortable with clients in emotional distress as a result of divorce required.
In addition to the requirements and characteristics listed below, this individual must be comfortable working within an often fast-paced entrepreneurial environment directly with the CEO and other senior management and team members of the firm. The primary skill set that is needed and will be tested is attention to details, strong client service DNA and a proven track record of the mastery of a personal follow-up system leveraging technology so all processes are repeatable and operationally efficient. Natural relationship management skills and ability to work in a self-directed way is critical to success in this role.
The primary focus of this job will be to support the CEO with financial planning detail work. Tactical relationship management and follow up needed in order for the front-end client facing advisory team to walk into meetings internally prepped, prepared and buttoned up.
Assist wealth management advisory team in preparing for and participation in client meetings.
Handling all aspects of and being the internal champion of the Salesforce CRM.
Assist wealth management team with data gathering and analysis projects.
Participate in meetings as a team member carefully taking notes and be a second set of ears and eyes to client concerns and financial priorities.
Have the confidence and skills to take a primary and leadership role on client relationships advising on all aspects of the relationship.
New business development and networking will be an expectation of this role and the specifics of this function will be coordinated with the CEO.
Able to engage and converse with a client base that is often new to their financial management due to the firm’s niche with divorced high net worth women
Possess a passion to educate and empower clients with taking control of their finances
Ability to boil down and explain complex concepts and jargon in a user-friendly, non-intimidating fashion
Ability to be comfortable in emotional situations due to firm’s divorce niche
Highly technology proficient. This role will require extensive Excel, CRM, financial planning software reporting and other financial analytical tools interface.
Strong written (this means email too) and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience. Detail-oriented.
Ability to prioritize; deadline and detail sensitive
Self-starter, takes initiative.
Team player, collaborative, able to work with and through others.
Organized, able to set priorities.
Ability to be discreet and keep confidentiality especially as famous clients walk in.
Of the highest integrity.
Strong client service DNA.
Desire/ability to work successfully in a small company environment.
Strong sense of operational and compliance risk management.
Strong one on one and group presentation skills.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Demonstrate the ability with specific examples for finding solutions and professional development.
Problem-solving skills and the ability to collaborate with the team.
A sense of humor.
Desire to be part of an evolutionary client-service model and pricing overhaul.
Ability to know when to walk 5 feet next door to personally discuss something vs. drafting an email to the person 5 feet away to discuss something.
7+ years of experience with a financial services firm (preferably an RIA) with references that are solid (they will be called).
Bachelor’s degree from a four year college or university.
Hold requisite license to qualify as an Investment Adviser Representative.
CFP designation or in the process of obtaining a CFP designation.
Additional Salary Information: Compettive based on experience
At Fidelity Investments, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this we...ll, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice.