Financial Advisor
Company: Beacon Financial Planning
Location: Barnstable
Posted on: June 19, 2022
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Job Description:
About BFP:Based in Hyannis, Beacon Financial Planning is a Fee
Only, Independent advisory firm. Their clients rely on them to
assist with all the moving parts of their financial journey so they
can focus on that which is most important to them.BFP has built
their reputation on trust, integrity, and a commitment to providing
personal service to every individual with whom they have a
relationship. Their primary goal is to help clients maintain or
reach financial independence without sacrificing their quality of
life.BFP specializes in comprehensive financial planning and
investment solutions. They have learned that the best financial
plans stem from a clear understanding of their clients' personal
situation and long-term goals.Company Website: www.bfpcc.comSeeking
a Financial AdvisorBFPCC seeks a team member who would like to
establish a long-lasting relationship and grow with the firm. This
opportunity is a good fit if you are: goal oriented, hungry, and
looking to thrive in a can-do atmosphere where every member of the
team is valued and willing to help one another.--- CFP designation
preferred or willingness to obtain will be viewed favorably--- No
portable book of business required, however track record of
sourcing business externallythrough COI's, networking and/or
community contacts is requiredCandidates should have a minimum of
5+ years advisory experience in a client facing role. Candidates
must have the confidence and professionalism necessary to work with
and communicate effectively with highly educated prospects and
clients. Experience in solution based/consultative approach
preferred.Training is an important part of this role. The first few
months on the job will be committed to learning and understanding
firm policies and procedures. This new team member will be trained
on everything from how to leverage the CRM, preparation of
portfolio reviews, building and maintaining financial plans, to
bigger picture items such as compliance policies and trading
procedures.Upon demonstrating a strong sense of firm policies &
procedures, the new team member will then begin to sit in with the
principal and other CFPs on client meetings to gain hands-on
experience. The long-term hope is for this team member to
eventually start servicing some existing firm clients on their own
as well as nurture new client relationships.Seeking someone who is
smart, has high empathy, is humble, hungry to learn and grow, and
possesses high ethical standards.Some of the responsibilities will
include:--- Financial Planning & Coaching: guide clients through
financial planning and make time tounderstand their goals and
develop action items to position them to achieve said goals.
Plannerswork directly with clients in person, virtually, via phone
and email to provide custom planningand personalized coaching---
Manage client relationships and support clients: meet with clients
every six months and asneeded to review their goals, investment
portfolio, risk management, cash flow, tax efficiency,estate plan,
etc. Nurture relationships and gain a deep understanding of
clients' unique needs andaspirations to confidently advise them on
their financial goals--- Portfolio management: Financial Advisor
responsible for on-going monitoring of clients'investment portfolio
and creating and delivering investment recommendations--- Be an
active part of a collaborative team and share best practices to
proactively identify financialplanning solutions for clients---
Prepare and present customized personal financial plans from data
gathering phase to clientpresentation--- Provide assessments of
current financial plans and offer strategic considerations--- Serve
as a consultative internal resource on such topics as estate
planning, taxes, philanthropicstrategies, cash flow planning, and
insurance--- Interact with clients' professional service providers,
including trust & estate attorneys andaccountants--- Participate in
business development networking & meetings with prospective
clientsSkills/Requirements:--- CFP - Designation preferred---
Positive attitude and compassionate team player a must--- Client
First Mentality: Approaches every interaction with a client centric
attitude and a specific intent to create a confident experience---
Ability to thrive in an agile and fast paced work environment---
Client management excellence: Demonstrated strength in high touch
and high-volume relationshipmanagement--- Independence: Ability to
drive personal productivity and to thrive in your daily
responsibilities.Excellence in personal time management and task
completion--- Strong networking skills--- Experience with financial
planning & portfolio management software (eMoney, Advyzon,
Morningstar)--- Interest and history in research of investment
options; Investment Committee membership is not required, but is
encouraged--- Compliance experience a plusCompensation &
Benefits--- Compensation commensurate with experience--- Hybrid
workspace with a mix of in office and remote work. Specifics are
dependent upon team and will be discussed--- Competitive benefits
package: retirement plan with employer match, insurances, HSA, FSA,
PTO,Professional Development AssistanceOurs and your
confidentiality are of utmost importance. Please submit your resume
and cover letter toKatie@bfpcc.com
Keywords: Beacon Financial Planning, Nantucket , Financial Advisor, Accounting, Auditing , Barnstable, Massachusetts
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