Financial Advisor

As a boutique, team-based financial advisory firm in Colchester, VT, we work with a select number of families, helping them prepare for various life events by developing a personalized financial plan and providing full-service wealth management. We are client focused, with integrity always, have excellence in all we do, and have great respect for team members and our community. In support of our client service offerings, WellBridge Wealth is seeking a Financial Advisor to join our team.

In this role, you will be instrumental in creating and delivering a unique client experience that defines and differentiates our practice. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans, portfolio monitoring, account maintenance and client service requests. Participating in client visits will also be an integral piece of this role.

Qualifications:

• Bachelor’s degree or higher
• Fully licensed (Series 7, 66, and Life, Accident & Health Securities licenses), have CFP® or be willing to get CFP® designation, or other related designation(s)
• 2+ years’ experience as a financial advisor or similar experience

Key Responsibilities:

• Servicing existing client base
• Provide financial advice
• Collect, review and interpret financial data sent in by clients
• Monitor economy, markets, and world events to determine any required strategic rebalancing
• Assist with ongoing portfolio monitoring and account maintenance
• Perform case analysis and develop recommendations
• Execute appropriate trades to align with proposed portfolio
• Conduct transactions on behalf of clients
• Participate in client visits as appropriate

Benefits:

• Paid time off - personal time and holidays
• Competitive base salary offered (commensurate with experience)
• 401(k) with company match
• Profit Sharing
• Health insurance plan with company contribution
• Dental insurance offered
• Life insurance offered
• Employee discounts
• Personal development, succession opportunity

Compensation range: Starting at $75,000 per year, plus bonus opportunity

Please include your resume and cover letter

We are an equal opportunity employer