Financial Advisor
Rea & Associates | Wooster | Full-time | apply.workable.com |
Rea & Associates is a growing Top 100 Accounting Firm. As a regional accounting and business consulting firm in Ohio, companies of all size and individuals with varying needs consider us their trusted advisors. Our clients rely on us to help them grow beyond their expectations through a variety of accounting services and professional business counsel including Wealth Management through Investment Partners, LTD, a segment of Rea & Associates.
About Investment Partners!
For more than 25 years, Investment Partners has helped clients protect existing assets and successfully pursue financial goals. The advisors at Investment Partners develop, implement, and monitor customized financial plans designed to help individuals and families pursue their financial goals.
More about Rea & Associates!
Here at Rea, we have a 'People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals and offices throughout Ohio, our firm has a culture that respects a work-life balance. We also provide competitive compensation and a robust benefits plan.
Our growing Wealth Management team is looking for a Financial Advisor to join our team in the Wooster, Ohio area. The Financial Advisor will be working with a select group of firm clients, including help to prepare for review meetings, conduct review meetings, answer incoming request from clients.
Research new products and ideas to help meet client goals. Help the firm create data sheets on model portfolios and become a member of the investment committee.
Requirements
• Client Service & Relationship Management
• Independently manage client relationships, guiding clients through their wealth management, financial planning, and investment decisions
• May get support from staff but are expected to answer the difficult questions
• Make critical client decisions such as creating or preparing, reviewing and presenting financial plans
• Leads the implementation of planning decisions and assigns client service steps to the rest of the team
• Assist with ongoing retirement plan maintenance, transitions, meetings, education plans including adding value to meetings by delivery presentations, facilitating discussions and preparing information
• Preparation of financial plans, analysis of portfolios, and subsequent trading and rebalancing (which may be handled by someone else)
• Answer many client questions pertaining to planning or wealth management, and significant expertise is expected
• Build strong relationships with clients through proactive, consistent, and caring communication
• Maintain high professional expertise & continue to learn new processes, theories, and best practices of client service
• Maintain professional licenses and designations that are necessary and desirable in client service
• Delegate follow-up client work to other members of the firm
• Help individuals identify their unique financial needs and objectives
• Establish and define the client/advisor relationship
• Gather data, including goals
• Develop and present financial planning recommendations and/or alternatives
• Monitor recommendations
• Team Management & Staff Development
• Coordinate the work of the client services team
• Provide consistent and constructive feedback to other professionals on the client services team
• Business Development
• Contributes to the building of the firm brand through active participation in marketing initiatives organized by the firm
• Proactively develops a network of contacts in the professional community that can create opportunities for new relationships
• Seeks opportunities to grow existing client relationships
• Engages with clients to create referral opportunities from existing clients
• Firm Development
• Participate in projects and initiatives that improve the firm and its culture
• Serves on committees that oversee important firm functions such as the Marketing Committee, Technology Committee and Investment Committee
Qualifications
• 5 or more years of experience in the financial services industry (Required)
• BA or BS in financial, business, or related field (Preferred)
• Series 65 or other equivalent license or designation (Required)
• Unwavering ethics, confidentiality, and an orientation to putting the client first
• Effectively prioritize workload and meet deadlines
• Excellent people skills, including:
• Active listening
• Effective communication
• Professional, knowledgeable demeanor
• Ability to establish rapport with clients and coworkers
• Sophisticated organizational skills with both physical resources (e.g., files, manuals, papers) and nonphysical resources (e.g., calendars, appointments, events, client contract records, images)
• Attention to detail
• Be or become proficient on back office systems
• Ability to:
• Proofread and quality check own work in accordance with firm criteria
• Proactively relate internal concerns to superiors
• Identify and solve problems in a timely, efficient, and effective manner
• Use resources available to answer questions and resolve problems (e.g., COMMunity Link, Operations Manual, office procedures, etc.)
• Prioritize workload and meet deadlines
• Work independently
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Advancement
Expectations defined by achievement of competency-based goals. Advancement to the next position is based on associate’s ability to demonstrate technical expertise and a good understanding of the service processes used by the team. Advancement also signals the ability to work as a member of the service team and a willingness to embrace the efforts and policies of the firm.
How to Apply
Apply with professional resume to Job Posting. Questions may be directed to Megan Mullaney via email megan.mullaney@reacpa.com. PO Box 309 419 West High Avenue New Philadelphia OH 44663.
Benefits
Rea & Associates offers a wide variety of benefits to help support our employees' health, wellness and financial goals.
• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Wellness Resources
• Four (4) weeks PTO
• Twelve (12) paid holidays, of which three (3) are floating holidays
Rea & Associates, Inc. is committed to providing equal employment opportunity for all individuals regardless of race, color, religion, sex (including without limitation pregnancy, sexual orientation and gender identity), age, ancestry, military status, national origin, genetic information, disability or other characteristics protected by applicable law.
Equal opportunity extends to all aspects of the employment relationship, including but not limited to hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms, conditions or privileges of employment, or any matter directly or indirectly related to employment.
Rea & Associates does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea & Associates will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Investment Partners, LTD is a Registered Investment Adviser. Additional advisory services and fixed insurance products and services offered by Investment Partners, LTD are separate and unrelated to Commonwealth.
About Investment Partners!
For more than 25 years, Investment Partners has helped clients protect existing assets and successfully pursue financial goals. The advisors at Investment Partners develop, implement, and monitor customized financial plans designed to help individuals and families pursue their financial goals.
More about Rea & Associates!
Here at Rea, we have a 'People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals and offices throughout Ohio, our firm has a culture that respects a work-life balance. We also provide competitive compensation and a robust benefits plan.
Our growing Wealth Management team is looking for a Financial Advisor to join our team in the Wooster, Ohio area. The Financial Advisor will be working with a select group of firm clients, including help to prepare for review meetings, conduct review meetings, answer incoming request from clients.
Research new products and ideas to help meet client goals. Help the firm create data sheets on model portfolios and become a member of the investment committee.
Requirements
• Client Service & Relationship Management
• Independently manage client relationships, guiding clients through their wealth management, financial planning, and investment decisions
• May get support from staff but are expected to answer the difficult questions
• Make critical client decisions such as creating or preparing, reviewing and presenting financial plans
• Leads the implementation of planning decisions and assigns client service steps to the rest of the team
• Assist with ongoing retirement plan maintenance, transitions, meetings, education plans including adding value to meetings by delivery presentations, facilitating discussions and preparing information
• Preparation of financial plans, analysis of portfolios, and subsequent trading and rebalancing (which may be handled by someone else)
• Answer many client questions pertaining to planning or wealth management, and significant expertise is expected
• Build strong relationships with clients through proactive, consistent, and caring communication
• Maintain high professional expertise & continue to learn new processes, theories, and best practices of client service
• Maintain professional licenses and designations that are necessary and desirable in client service
• Delegate follow-up client work to other members of the firm
• Help individuals identify their unique financial needs and objectives
• Establish and define the client/advisor relationship
• Gather data, including goals
• Develop and present financial planning recommendations and/or alternatives
• Monitor recommendations
• Team Management & Staff Development
• Coordinate the work of the client services team
• Provide consistent and constructive feedback to other professionals on the client services team
• Business Development
• Contributes to the building of the firm brand through active participation in marketing initiatives organized by the firm
• Proactively develops a network of contacts in the professional community that can create opportunities for new relationships
• Seeks opportunities to grow existing client relationships
• Engages with clients to create referral opportunities from existing clients
• Firm Development
• Participate in projects and initiatives that improve the firm and its culture
• Serves on committees that oversee important firm functions such as the Marketing Committee, Technology Committee and Investment Committee
Qualifications
• 5 or more years of experience in the financial services industry (Required)
• BA or BS in financial, business, or related field (Preferred)
• Series 65 or other equivalent license or designation (Required)
• Unwavering ethics, confidentiality, and an orientation to putting the client first
• Effectively prioritize workload and meet deadlines
• Excellent people skills, including:
• Active listening
• Effective communication
• Professional, knowledgeable demeanor
• Ability to establish rapport with clients and coworkers
• Sophisticated organizational skills with both physical resources (e.g., files, manuals, papers) and nonphysical resources (e.g., calendars, appointments, events, client contract records, images)
• Attention to detail
• Be or become proficient on back office systems
• Ability to:
• Proofread and quality check own work in accordance with firm criteria
• Proactively relate internal concerns to superiors
• Identify and solve problems in a timely, efficient, and effective manner
• Use resources available to answer questions and resolve problems (e.g., COMMunity Link, Operations Manual, office procedures, etc.)
• Prioritize workload and meet deadlines
• Work independently
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Advancement
Expectations defined by achievement of competency-based goals. Advancement to the next position is based on associate’s ability to demonstrate technical expertise and a good understanding of the service processes used by the team. Advancement also signals the ability to work as a member of the service team and a willingness to embrace the efforts and policies of the firm.
How to Apply
Apply with professional resume to Job Posting. Questions may be directed to Megan Mullaney via email megan.mullaney@reacpa.com. PO Box 309 419 West High Avenue New Philadelphia OH 44663.
Benefits
Rea & Associates offers a wide variety of benefits to help support our employees' health, wellness and financial goals.
• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Wellness Resources
• Four (4) weeks PTO
• Twelve (12) paid holidays, of which three (3) are floating holidays
Rea & Associates, Inc. is committed to providing equal employment opportunity for all individuals regardless of race, color, religion, sex (including without limitation pregnancy, sexual orientation and gender identity), age, ancestry, military status, national origin, genetic information, disability or other characteristics protected by applicable law.
Equal opportunity extends to all aspects of the employment relationship, including but not limited to hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms, conditions or privileges of employment, or any matter directly or indirectly related to employment.
Rea & Associates does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea & Associates will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Investment Partners, LTD is a Registered Investment Adviser. Additional advisory services and fixed insurance products and services offered by Investment Partners, LTD are separate and unrelated to Commonwealth.
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