Financial Advisor I

Financial Advisor I

At Movement Wealth Partners, we are dedicated to helping our clients work toward their immediate and long-term financial goals. We are seeking an experienced and qualified Financial Advisor to join our team and provide professional investment management and personalized financial planning services to our clients. The successful candidate will be committed to making carefully guided decisions in portfolio management, estate planning, tax minimization, risk management, budgeting, generational wealth education, charitable giving, socially responsible investing, asset purchases, and sales.

 

Objectives of this Role:

  • Work as an integral member of the advisory team and provide financial planning and investment advice to clients of varying ages and wealth.
  • Take primary responsibility for all aspects of a client relationship, working closely to fully understand their financial situation and requirements.
  • Monitor market performance to develop and deliver sound investment advice and strategies.
  • Execute accurate reporting that enables sound analysis and financial recommendations.
  • Stay up to date with national and local financial regulations by studying existing and proposed legislation.
  • Continue professional development with classes, workshops, webinars, publications, networks, and associations to remain up to date with the fundamentals of financial planning, risk management, and investment management.

Responsibilities:

  • Utilize the firm’s client-centered wealth management philosophy to guide advisory services for individual clients.
  • Meet with clients to form a financial plan, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance.
  • Analyze market performance, investments, and client data to develop strategies for pursuing financial goals.
  • Collaborate with other tax, legal, and insurance professionals to develop a client’s entire financial roadmap and ensure progress in working toward goals.
  • Review client accounts regularly to determine if adjustments are needed because of personal or financial changes.
  • Interpret data and prepare income projections, financial summaries, and investment performance reports, and update client portfolios accordingly.

Required Skills and Qualifications:

  • FINRA Series 7 or Series 63 licensure
  • Two or more years of professional experience in finance or accounting
  • Knowledge of the securities, insurance, and mutual fund industries
  • Personal integrity and the ability to maintain the confidentiality of company and client information.

Preferred Skills and Qualifications:

  • Bachelor’s degree (or equivalent) in finance or a related field
  • Experience with financial planning software.
  • We are committed to fostering a diverse and inclusive workplace and encourage candidates from all backgrounds to apply.