Job Information
Agili FINANCIAL ADVISOR in Bethlehem, Pennsylvania
FINANCIAL ADVISOR {J0317560.2 } Innovative financial management firm is seeking a Financial Advisor to join our team in Bethlehem, PA. We are an independent, fee-only firm, providing comprehensive financial planning and investment management services that serve the best interests of successful individuals and families. The firm has been recognized by Barron's, Forbes and Worth as a top financial management firm. Our team has two locations, Bethlehem, PA and Richmond, VA. Description of the position: • Primary relationship manager accountable for client experience and satisfaction • Develop comprehensive financial plans and investment strategies for clients • Primary manager for client deliverables and plan implementation • Initiate, manage and direct financial planning for new and current clients • Initiate and implement financial plan and oversee client investment portfolio • Develop and nurture new clients through business development opportunities • Work in a team environment with the willingness to share information, find solutions and develop new skills and knowledge within the group Qualifications for this position: • 5-10+ years' experience in the development of personal financial plans • Detail-oriented with the ability to develop and integrate financial and investment strategies for high-net worth individuals • Strong educational credentials and analytical background, including a strong tax background • Excellent written and oral communication skills • Excellent computer skills, particularly financial modeling in Excel • CPA and/or CFP® and/or CFA professional designations preferred. What we offer: • Competitive salary commensurate with experience • Performance and discretionary bonus • Company paid health, dental and life insurance • Long-term disability • 401(k) with company profit sharing For interested candidates, please send resumes/CV to: Cindy Joyce at careers@agilipersonalcfo.com