BayView Private Wealth is seeking a motivated and dedicated Financial Advisor Associate to join the team. This role involves working closely with an established Senior Advisor to service an existing book of business within a successful comprehensive financial planning practice. The goal is for the Associate Advisor to learn and develop under the guidance of the Senior Advisor, with the potential for advancement and succession planning in the future.
Location:
- This is a full-time, in office position based in Destin, FL.
Key Responsibilities:
- Assist the Senior Advisor in servicing the existing book of business, including attending client meetings, portfolio reviews, and financial planning sessions.
- Develop retention strategies and new business through relationship building with clients and next generation.
- Support financial planning efforts using tools such as MoneyGuidePro and other fintech platforms
- Maintain accurate and up-to-date client records in Salesforce and manage client and portfolio data in Orion.
- Assist in the onboarding of client assets including investment analysis, disclosure creation, and assistance with client rollovers and transfers.
- Collaborate with Schwab for account management and client service needs.
- Participate in client meetings, taking notes and following up on action items.
- Assist in the development of comprehensive financial planning strategies to include tax, estate, and risk management solutions.
- Provide clients with timely and accurate information and guidance regarding their financial plans and investment portfolios.
- Continuously enhance knowledge and skills through professional development and training.
- Assist the Senior Advisor in portfolio management with day-to-day trading using various trading platforms.
- Perform various research functions into investments, insurance, tax, and estate law changes.
What We Offer:
- Competitive salary range of $80,000-$100,000, depending on experience, with potential of annual bonus
- Comprehensive benefits package to include PTO, group health & dental, 401k plan with matching contributions, and paid holidays
- A supportive and collaborative work environment
Requirements
Qualifications:
- Series 65 license required.
- 3-5 years of experience in a financial servicing role preferred. Having a CFP designation preferred but must be willing to obtain if not currently pursuing.
- Desire to become a full-fledged Financial Advisor.
- Some financial planning experience required; proficiency with MoneyGuidePro preferred.
- Experience with Salesforce, iRebal, Orion, and Schwab is highly desirable.
- Familiar with insurance solutions like life, health and long-term care a plus
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- High level of integrity and professionalism.
- Ability to work independently and as part of a team.
- Strong organizational skills and attention to detail.
