Wealth Advisor
Job Description
We are looking for an experienced wealth advisor who is interested in joining an enthusiastic professional team.
Our wealth advisors have the opportunity of opening new client relationship through our firm’s existing clientele base. While conducting education and enrollment on the firms qualified retirement plans, you will have the ability to position yourself as an expert to owners, management and staff of our retirement plans.
You will enter the relationship uniquely positioned as a trusted member of the Financial Concepts team with deep knowledge and expertise of investments and unique plans specific to the client. You will also receive introductions from our investment committees of retirement plans and from benefit consultants. On-staff financial analysts are available to assist with investment advice.
Required Experience
For the experienced producer interested in joining a team to receive prospecting and administrative support, Financial Concepts can be an excellent place to grow.
Please submit your resume and cover letter via email in a Word or PDF format to bjoyce@fci-benefits.com. Include the position in the subject of your email submission.
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