The Financial Advisor will be primarily responsible for each client relationship assigned to them and delivering on the Beyond Tangible Wealth experience. This will include community involvement, initiating new client relationship, onboarding new clients, serving existing clients based on the relationship structure, and leading our support team to best serve our clients in an ongoing, active relationship. The Financial Advisor position is a full-time position for both experienced financial advisors and inexperienced individuals who have worked through our unique, internal financial advisor career path.
Primary Role:
Community Involvement
Become an "expert"
Initiate new client relationships
Onboard new clients
Serve existing clients based on the relationship structure
Communicate and lead support team members to best serve the client
Strive to learn new skills and grow in your leadership skills
Compensation Structure:
Base Salary with growth potential
Full-time benefits can be discussed in detail in the interview process
If interested to learn more about this position, please send your resume or LinkedIn profile link to our team at ask@beyondtangible.com.
