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Financial Advisor (fee-only RIA)

Company: Leading Financial Advisory Firm
Location: Ann Arbor
Posted on: September 22, 2022

Job Description:

Vintage Financial Services is a growing fee-only RIA in Ann Arbor and we are seeking a Financial Advisor to join our team. Vintage Financial Services are fiduciary advisors, and we provide comprehensive financial planning and tax prep to our growing client base. We have been nationally recognized by Barron's, Forbes, Investment News, and Financial Times, including Investment News' "Best Places to Work for Financial Advisors" in 2022. Come join our award-winning team!As our firm continues to grow, we are seeking a Financial Advisor to join our team to meet with our existing client base and provide financial planning advice and execution.Salary and Benefits:

  • Salary range of $100K-140K depending on experience and credentials
  • Health Insurance
  • 401(k) with 3% contribution
  • Short-term and long-term disability paid by the firm
  • PTO
  • Access to flexible spending account
  • Continuing education stipendResponsibilities:
    • Meet with existing clients to develop and implement financial plans
    • Manage client relationships to build trust
    • Create and deliver planning scenarios to clients
    • Consult with clients on investment strategy
    • Manage and lead all aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, asset allocations
    • Manage post-client meeting tasks such as developing meeting notes, performing financial analyses, and coordinating planning implementation with outside professionals, if necessary
    • Meet with firm prospects to identify a good fit for the firm
    • Assist with trading and rebalancing
    • Maintain client records in CRM and document management system
    • Participate in the idea generation, research and writing of articles
    • Assist with internal process refinement - we will always ask for your help in making your job more streamlined and efficient
    • Work well in a team environment - we all wear several hats and we encourage everyone to work as a team to provide excellent service to our clientsRequirements:
      • 5 years of experience in an advisory capacity
      • CFP designation
      • Intermediate MS Word and Excel skills
      • Detail oriented with strong planning and follow-through
      • Great communication - internally and with clients
      • Good problem solving and time management skills
      • Team-player mentality
      • Strong initiative to manage your workload - we don't believe in micromanagement
      • Experience with our systems is not required, but would be a plus: Right Capital, Junxure Cloud, Holistiplan, UltraTax, Schwab & Raymond JamesThe ProcessQualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments in the process.We are an Equal Opportunity Employer.

Keywords: Leading Financial Advisory Firm, Ann Arbor , Financial Advisor (fee-only RIA), Accounting, Auditing , Ann Arbor, Michigan

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