Job Description: Advisor, Planning Strategist
About Us
Join Vantage Financial as a Advisor, Planning Strategist and start a rewarding career in financial planning. You’ll work with experienced advisors with over 175 years of combined knowledge gaining valuable experience guiding clients on their financial journeys. Vantage Financial creates comprehensive, personalized plans that evolve with our clients' goals. We are more than just a service provider—we're a financial partner, offering transparent fees and unbiased advice. By building lasting relationships through careful planning and dedicated service, we ensure our clients feel supported and confident in their financial decisions.
Key Responsibilities
We pride ourselves on our team-oriented independent RIA firm environment. We value technology, enjoy a collaborative atmosphere, and prioritize serving clients with the highest regard for fiduciary responsibility. Our relationship-first, client-centric approach ensures we deliver exceptional service while offering opportunities for personal and professional growth.
Compensation Package
Benefits Review
About Us
Join Vantage Financial as a Advisor, Planning Strategist and start a rewarding career in financial planning. You’ll work with experienced advisors with over 175 years of combined knowledge gaining valuable experience guiding clients on their financial journeys. Vantage Financial creates comprehensive, personalized plans that evolve with our clients' goals. We are more than just a service provider—we're a financial partner, offering transparent fees and unbiased advice. By building lasting relationships through careful planning and dedicated service, we ensure our clients feel supported and confident in their financial decisions.
Key Responsibilities
- Financial Analysis: Prepare comprehensive financial plans, including retirement, estate-planning, education funding, stock options, and risk management analyses.
- Client Meeting Support: Coordinate pre- and post-client meeting activities, prepare agendas, client paperwork, investment reports, and meeting notes.
- Client Relations: Attend client meetings and events, monitor financial situations, and provide exceptional client service.
- Portfolio Administration: Assist with analysis, rebalancing, and administration of client investment portfolios, and document tasks in our CRM.
- Process Development: Help develop and maintain financial planning workflows and procedures to enhance client experience.
- Collaboration: Work with Trade Specialists to manage account openings, contributions, and distributions.
- Industry Engagement: Attend investment and due diligence calls and meetings, stay updated on regulatory changes impacting trading platforms.
- Professional Development: Participate in company outings and training sessions to enhance skills and industry knowledge.
- Education: Bachelor's Degree from an accredited institution; advanced certifications or designations are a plus.
- Experience: Financial planning industry beneficial, not required
- Licenses: Working towards or attained Series 65.
- Strong analytical and detail-oriented aptitude.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office Suite, especially Excel, and experience in Wealthscape Investor and financial planning software Right Capitol a plus.
- Ability to manage workflow, prioritize tasks, and meet client needs effectively.
- Trustworthy, with discretion in handling confidential information.
- Professional attitude and friendly demeanor.
We pride ourselves on our team-oriented independent RIA firm environment. We value technology, enjoy a collaborative atmosphere, and prioritize serving clients with the highest regard for fiduciary responsibility. Our relationship-first, client-centric approach ensures we deliver exceptional service while offering opportunities for personal and professional growth.
Compensation Package
Benefits Review
- Salary: Competitive salary with opportunities for advancement after two years.
- Health Benefits – Health, Dental and Vision available; 50% employer paid for employee only.
- 401k Plan - effective upon hire. Pre-tax traditional and Roth 401k, both available with a 100% match up to 3%, then an additional 50% match for 4%-5%. Plan documents will be provided upon hire.
- PTO Time - 14 days annually based on full-time employment with additional company paid holidays. Pro-rated through the end of the year.
- Life Insurance – up to $50,000 provided; company paid.
- Short- and Long-Term Disability - company paid.
