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Murphy Wealth Management Group

Associate Wealth Advisor

Associate Wealth Advisor Job Description / Posting

Murphy Wealth Management Group,serving clients for over 30 years, is seeking an Associate Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!

Our mission at Murphy Wealth Management Groupis helping retires pursue their dreams for retirement. The Associate Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth advisor and share our vision, then we would love to hear from you!

Description

The Associate Wealth Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. With financial planning responsibility for the firm’s small to mid-size clients, the Associate Wealth Advisor has the opportunity to build an excellent business under the leadership and reputation of Murphy Wealth Management Group.

Responsibilities & Activities

  • Develops new client relationships.
  • Sources prospective client opportunities by capitalizing on networking and referrals.
  • Follows up on firm-generated leads.
  • Services and delivers financial planning to client base.
  • Assists in research.
  • Assists in developing client presentations.
  • Services client needs and requirements as determined through client interaction. Proactively communicates with clients.
  • Promotes the firm’s wealth enhancement and planning services.
  • Promotes established investment models and strategies that are suitable for our targeted clients.
  • Adheres to all company and industry supervisory guidelines and policies.
  • Participates in required meetings, training, and continuing education requirements.
  • Assists the Firm’s Principal Wealth Advisor as requested.
  • Performs other duties as assigned.

Industry Experience Requirements

  • At least three to five years of financial planning and/or investment advisory experience, especially working with high net worth clients.
  • Active Series 7 and 63 licenses.
  • Active Series 65 or 66.
  • Life, Health, and LTC Licenses.
  • Clean U-4 and U-5 history.
  • Certified Financial Planner (CFP) preferred ($5K addl. Salary)

Knowledge, Skills, & Abilities:

  • Requires:
  • Excellent verbal, written, presentation and interpersonal communication skills.
  • Excellent relationship management skills.
  • Superior business development skills.
  • Excellent attitude and an extraordinary client service orientation.
  • A genuine interest in serving and caring for clients.
  • Excellent organizational and time management skills.
  • A burning desire to succeed.
  • Proficiency with Microsoft Office Suite.
  • Bachelor's degree or higher strongly preferred.
  • Attendance is an essential function.

Salary:

  • $60,000 - $70,000
  • Bonus ($12K to $20K per year)
  • Health Insurance
  • 401k

We also offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.

For more information about our company, please visit our website www.murphywealth.com

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Experience:

  • financial services: 3 years (Preferred)
  • securities: 3 years (Preferred)

License:

  • Series 7, 63 and 65 or 66 (Preferred)

Additional Compensation:

  • Bonuses

Work Location:

  • One location

Benefits:

  • Health insurance

Paid Training:

  • Yes

Management:

  • Team Lead

This Company Describes Its Culture as:

  • Detail-oriented -- quality and precision-focused
  • People-oriented -- supportive and fairness-focused
  • Team-oriented -- cooperative and collaborative

Schedule:

  • Monday to Friday

Company's website:

  • www.murphyealth.com

Benefit Conditions:

  • Only full-time employees eligible

Work Remotely:

  • Temporarily due to COVID-19

Please mention that you come from RemoteJobs when applying for this job.

Posted 1 day ago

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