Careers at Evanced Financial Advisor

Job Description:

About Evanced Financial Advisor

Beyond our knowledgeable team, Evanced Financial Advisor has curated relationships with advisors in related disciplines – such as legal, tax and insurance professionals – to broaden your knowledge resources. For all of the financial, transactional and policy details that drive your path to abundance, Evanced Financial Advisor is the hub on a wheel that will move you toward your goals.

In addition, we maintain close ties with partners who bring specialized wealth planning and management experience to the table.

Key Job Functions

• Manage client relationships and provide exceptional client service. (60%)
• Assist lead advisors during client meetings and with follow-up
• Take meeting notes and promptly enter into the CRM
• Present financial advice or plan to client with the lead advisor
• Analyze client’s current investments and insurance policies
• Complete new client paperwork and account set up
• Help maintain CRM database and client files
• Prepare account transactions, deposits, withdrawals, RMDs, etc

Position Requirements

• Bachelor’s degree; business, finance, economics preferred but not required
• 4+ years of experience within the wealth management industry
• CFP desired or other advanced designation (CFA, CPA, MBA, etc.) and/or in process
• Series 65 (RIA Only)
• Possess excellent analytical, organizational and communication skills (both oral & written)
• Ability to manage multiple projects at once
• Ability to source and convert prospects to clients and provide high-level planning-oriented service
• Engagement in WEG, broader community, and active participation in financial planning community

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development
• Medical and dental coverage
• 401k – with match and profit sharing
• Health care spending and savings accounts
• Dependent care spending account
• Vision coverage
• Wellness programs and resources
• Life insurance – employer paid
• Short-term and long-term disability – employer paid
• Paid Time Off
• 10 paid holidays each year
• Paid parental leave
• Tuition reimbursement

Please submit your resume and a cover letter to apply for this position.