Wealth Management Advisor
Fortivus Wealth Group is dedicated to helping clients achieve their financial goals through comprehensive financial planning. The Wealth Management Advisor role involves building client relationships, offering personalized financial solutions, and managing client portfolios with the support of extensive training and resources.
Responsibilities
- Client Building: Develop and maintain a client base through networking, referrals, and providing exceptional service
- Financial Planning: Offer customized financial solutions including asset and income protection, education funding, investment and advisory services, trust services, and retirement solutions
- Needs-Based Analysis: Conduct thorough analyses to ensure clients' needs are met at every life stage, managing financial risk and achieving financial security
- Education and Development: Continuously educate yourself through sponsored licensing and ongoing professional development
- Client Management: Review and maintain client financial plans, providing ongoing advice and adjustments as needed
- Business Development: Own the development and management of your business, leveraging Fortivus Wealth Group’s resources and building a referral-based clientele
Skills
- Must obtain PA Life & Health Certification, Securities Industry Essentials (SIE), Series 6 or 7, and 63
- Ideal designations (can be worked on post hire) are CLU, ChFC, CFP
- Excellent time-management, strong written and verbal communication, and proven leadership abilities
- Legal authorization to work in the US without sponsorship
- Undergraduate degree in business or related field
- Demonstrated success in sales, client services, or other client facing roles
- Previous experience in financial services is a plus
- Former or current Financial Advisors are encouraged to apply
Benefits
- Advisors are given the flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring opportunities
- Competitive and comprehensive medical, vision, and dental plans
- Life Insurance and Disability Income Insurance
Company Overview