Managing Director, Wealth Advisor - Mitlin Financial, Inc® : Job Details

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What did YOU do today that brought you JOY Denise's husband, Zach and Jeremy's Dad Award Winning Advisor Financial Planning Made Personal…

Are you a Wealth Advisor who wants to lead with influence, have JOYful conversations, and harness cutting-edge marketing strategies to elevate your impact?

WHO WE ARE:

Mitlin Financial Inc, a growing wealth management firm, is seeking an Advisor to assist in our mission of helping those we serve achieve their financial goals while finding JOY in the journey.

This is the opportunity for an experienced Advisor who wants to have positive money conversations to play a key role in the future success of our fast-growing organization!

Become a member of one of the most respected teams in the wealth management industry.

Mitlin Financial's Founder is an award-winning advisor, a Founding Member of the Investopedia Advisor Council, and is consistently featured in the media. We are more than a firm, we are a family of those we serve and our stakeholders.

If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you!

Bringing JOY to Your Money Journey

WHAT TO EXPECT:

• Provide education to the families we serve about the purpose and details of financial products, services, and strategies. Yes, you read that right, we lead with education
• Promote established investment models, strategies suitable for our targeted clients, and planning services.
• Adhere to all company and industry supervisory guidelines and policies.
• Utilize access to a top-notch tech stack to provide exceptional service
• Review investment products currently held in clients' accounts and reallocate to the appropriate model to help clients meet their financial objectives
• Collaborative working environment with stakeholders including compliance
• Participate in firm meetings, training, and client events
• Maintain all continuing education requirements of a wealth advisor plus required training elements
• Participate in community outreach, networking, and marketing activities to drive new business opportunities. We provide a host of marketing materials to assist with this
• Leverage centers of influence to extend the referral network
• Build and maintain relationships with the families you serve while also cultivating new relationships

WHAT YOU NEED:

• A genuine interest in serving and caring for other people
• Excellent interpersonal and communication skills
• Demonstrate exceptional active listening skills while providing education to those you serve as well as prospective new families
• Excellent attitude and an extraordinary client service orientation
• Excellent organizational and time management skills
• Desire to collaborate with external stakeholders such as Estate Planning Attorneys, Accountants, and other professionals
• Track record of successful business development
• Experience with Salesforce or other CRM
• Understanding of financial planning software such as MoneyGuide and Holistiplan
• Ability to handle multiple tasks and priorities simultaneously
• 7 to 12 years of investment advisory experience
• Bachelor's degree or higher
• Certified Financial Planner (CFP) or other designation

*Position title can be adjusted based on experience

COMPENSATION

• Base Salary, incentive compensation, benefits package including health care benefits with vision and dental options as well as a 401(k) with matching, the potential for career growth, and a great working environment!

This role offers the potential for career growth and a great working environment. This is your chance to play a key role in Mitlin Financial's continued success. Our culture is fast-paced, motivational, and focused on JOY and healthy living. Smokers need not apply.

For more information about Mitlin Financial, please visit our website at mitlinfinancial.com

• We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionBusiness Development and Sales

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