This is your chance to play a key role in the future success of our fast-growing organization! If you have a relentless desire to succeed and share our vision, then we would love to hear from you.
StrongBox Wealth is a registered independent advisory firm that works in collaboration with high net worth clients to source solutions for their financial planning and portfolio management needs. We leverage a holistic process to provide customized strategies drawn from our deep experience, access to a comprehensive array of independent investment solutions, and full suite of services. Our team is committed to providing a highly personalized, one-on-one approach to serving our clients.
As a firm independently owned and operated by local individual advisors, we have a powerful sense of personal accountability, integrity, and a fiduciary responsibility to always put our clients first.
Lead in the delivery of the StrongBox Wealth experience for existing and new client relationships. In some cases, this would be in a support role to a more experienced advisor. Responsibilities include but are not limited to:
Interviewing and collaborating with clients to define or confirm their individual objectives and goals.
Guide clients through a discovery process to gather or update key information on their financial resources, risk tolerance, tax status, insurance and other information needed to develop or maintain their financial plan.
Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
Execute a tailored service plan for each client to regularly report progress results and gather updates on family, health, career, and changes to their financial resources and objectives. Additionally, respond same day to client financial related needs similar to a family CFO.
Collaborate with more experienced advisors and specialists to develop new or existing client relationships. Responsibilities include but are not limited to:
Present and articulate the StrongBox Wealth comprehensive client experience to existing or prospective clients.
Gather and organize all the data from prospective clients needed to analyze their current financial situation and develop an engagement strategy.
Knowledge, Skills & Abilities
4+ years in financial services, preferably in a wealth management client servicing role.
4-year college degree.
Certified Financial Planner (CFP) designation strongly preferred.
Previous work experience with a highly experienced Investment and Planning Team.
A demonstrated commitment to both partnership and teamwork, and initiative to proactively address all issues as they arise.
Strong orientation to technology with ability to learn and work with various platforms.
Experience with financial planning software is strongly preferred.
Strong communication skills, both written and oral.
Demonstrated ability to build strong relationships and work with diverse personalities.
Demonstrated problem-solving and decision-making skills.
Compensation is commensurate with experience.
For more information about our company, please visit our website at www.strongboxwealth.com.
StrongBox Wealth is an equal opportunity firm. Given the high demand for this position, we are only able to contact the most qualified candidates.
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