Robbins Farley, LLC · 6 days ago
Financial Advisor
Bedford, NH
Full-time
Onsite
Senior Level
5+ years expRobbins Farley, LLC is seeking a Financial Advisor to deliver personalized investment solutions to clients aiming for their long-term financial goals. The role involves managing client relationships, leading meetings, and staying updated on industry trends while ensuring accuracy in financial planning.
AdviceFinanceFinancial ServicesImpact InvestingWealth Management
Hiring Manager
Colleen Farley
Responsibilities
Successfully manage assigned client relationships, resulting in a high client retention rate
Play a leadership role in client meetings—delivering accurate presentations, providing reviews, and answering and responding to client inquiries
Bring on new clients annually through client referrals, networking, lead generation programs, and prospecting events
Tackle partial relationship management accountability for assigned larger complex clients
Stay abreast of industry and regulatory updates, the economy and financial markets, and fraud and cybersecurity threats
Qualification
Required
Bachelor's degree in Finance or related field
5+ years' of industry experience
Have a real passion for providing top-notch service, with the ability to effectively interact directly with clients
Possess excellent active listening and communication skills and can reassure people and put them at ease
Are accountable, motivated, upbeat, and positive team members
Exhibit problem-solving acumen and can identify and execute solutions that effectively resolve issues
Have proven analytical and organizational skills and strong attention to detail, accuracy, and deadlines
Have the aptitude to quickly learn new technology tools and platforms
Are dedicated to a career as a Registered Investment Advisor
Possess a fiduciary mentality, always doing what is best for the client and maintaining confidentiality in all matters
Are adept at addressing clients' needs and educating them on financial strategies and tips for fraud and cybercrime prevention
Holds a FINRA Series 65 license (the Uniform Investment Adviser Law Exam)
Preferred
Holds or is pursuing a CFP (certified financial Planner)
Company
Robbins Farley, LLC
Robbins Farley is a forward-thinking wealth management firm based in Manchester, New Hampshire.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase