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Ivy Way Placements

10 Ivy Way Placements Jobs Hiring Near You

Ivy Way Placements

Lead Financial Advisor

Bellingham, WA · On-site

$150K/yr

Ivy Way Placements has partnered up with a fast-growing RIA seeking a Lead Advisor at their Bellingham, WA location. The Lead Financial Advisor is the primary manager of client relationships and may ...

Ivy Way Placements

Wealth Advisor

Stamford, CT · On-site

Your Way. Are you an experienced and licensed Wealth Advisor with an established book of business? Are you looking for the freedom to work independently-without sacrificing top-tier support ...

Ivy Way Placements

Jr. Advisor

Charleston, SC · On-site

Developcomprehensive financial plans. Be Involved in all aspects ofpre-client meeting activities such as reviewing previous meetingnotes, preparing meeting agenda, preparing reports, and ...

Ivy Way Placements

Financial Analyst

Atlanta, GA · On-site

• Supporting theAdvisor team in providing comprehensive personal financial planning,investment planning and tax services to high-net-worth families andcorporate executives • Managing the ...

Ivy Way Placements

Compliance Officer

Cleveland, OH · On-site

Meeting challenges head-on with the highest level of integrity and effort is a shared trait within the Compliance and Risk teams and is expected of all team members. These personality traits are ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K - $92K/yr

Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but True: A great Client Service Associate can solve three client problems, calm an advisor down, schedule a meeting, and save the ...

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    Lead Financial Advisor

    Ivy Way Placements

    Bellingham, WA • On-site

    $150K/yr

    Full-time

    Medical, Dental, Vision, Retirement

    Posted 22 days ago

    Job description


    Are you an experienced Financial Advisor seeking a new opportunity to join an independent, fee-only fiduciary wealth management firm? Ivy Way Placements has partnered up with a fast-growing RIA seeking a Lead Advisor at their Bellingham, WA location. The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships. The Lead Advisor initiates new business, manages existing client relationships, formulates and implements advice, and may rely on technical specialists to develop recommendations within a given area of expertise.
    The Financial Advisor can expect to focus on the following areas:
    • Assume co-advisor and/or lead-advisor role onexisting clients
    • Responsible for profitable delivery of our servicemodels as outlined in our guidelines
    • Participates in and/or leads the Discovery Interviewsdiscussions and other strategic onboarding processes
    • Owns and manages client relationship and clientsatisfaction and is responsible for client retention
    • Serves as a liaison to our Planning Team forclients
    • Participates in new client relationship development
      • Participate in planning meetings regarding newprospects/new clients
      • Coordinate follow-up workflow on new clients
      • Convert new revenue from multiple existing clientsor new prospects
    • Utilize and further develop network of referralsources and centers of influence to generate future business developmentopportunities
      • Attorneys-Current and Additional Contacts
      • Previous Clients
      • Community Networking Opportunities (i.e. ServiceClubs)
    • Maintain team approach by assisting and filling infor others

    Requirements
    • Bachelor's degree in finance or related field from anaccredited college or university; Master's degree preferred
    • Minimum 5-7 years of experience in investmentmanagement, financial planning or financial services with demonstratedability to develop and manage plans and manage client relationships
    • Certified Financial Planner™ designation preferredupon hire or must be attained within one year of date of hire
    • Financial planning/wealth management acumen, judgmentand experience
    • Excellent communication and listening skills
    • Client-first attitude
    • Proficiency in Microsoft Word, Excel, PowerPoint, andOutlook, as well as financial planning and securities balancing software
    • A team player, collaborative, able to work with andthrough others

    The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.
    Any combination of equivalent education and work experience will be considered.
    Benefits
    Why Choose Us?
    • We are a growing firm, with opportunities for futuregrowth and advancement in your role.
    • We offer health, vision, dental, and 401K benefitsoptions for you and your family.
    • We believe in collaboration, innovation, excellencedoing what's right, and helping our team to provide a world-class service.
    • Our culture is historically rooted in values ofexcellence, integrity, respect, and transparency. We are dedicated toliving these values through our relationships with clients, each other,and the greater community.

    Looking for something else? Let's get to work.
    At Ivy Way Placements, we are inspired by collaboration, innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Let us help you find your dream career - apply today! Contact.us@ivywayplacements.com

    Apply