Arbor Wealth Management, LLC, a family-owned and operated fiduciary, fee-only investment advisory firm in Miramar Beach, FL, seeks to hire a full-time associate advisor no later than May of 2018. Miramar Beach is located just east of beautiful Destin, FL. Its white sand beaches and Caribbean clear waters make it the second most popular drive-to destination in the Southeast (behind Disney World). Quality of life is outstanding and natural beauty is unparalleled.
Margaret R. McDowell, ChFC®, AIF®, our firm principal, founded the first fee-only R.I.A. in the Destin area in 2000. Ms. McDowell's "Arbor Outlook" syndicated economic column is featured in 24 newspapers in three states and read weekly by over a million people. Firm has won and been nominated for several awards and is highly credentialed, featuring two CFP®s, AIF®’s, one of whom is also an attorney who reviews estate planning documents. Firm works with several CPA’s and attempts to provide in-house or by referral the total array of financial services.
Position offers opportunity for advancement in responsibility and salary. Candidate should either hold CFP® designation or be scheduled to take the test at the next earliest opportunity. Candidate must combine investment and financial planning knowledge and technology acumen with excellent people skills and high teammate compatibility quotient. Strong work ethic and commitment to team success is extremely important. As a fee-only firm, we sell no financial products, but we are required to sell ourselves and our services to clients and potential clients each day, as is every competitive investment advisory firm. Candidate must embrace and enjoy challenging, dynamic environment. Please email resume and application letter (photo optional) to Andrew McDowell, CFO, at firstname.lastname@example.org.
Complete in-depth financial plans for new and current clients (i.e. retirement projections, college funding, estate planning) using financial planning software
Contact clients to update information for financial plans and deliver financial plan reports to clients during investment team portfolio reviews
Perform daily maintenance of client database on firm’s reporting software, Portfolio Center. Perform monthly fee billing function.
Prepare portfolio performance reports prior to client reviews and on an ad hoc basis
Develop and implement program for reaching out to next generation (children and grandchildren of larger clients)
Participate in investment committee meetings and conduct investment research as requested
Perform any other duties as directed
Desired Skills & Experience
Must have or be working on a Certified Financial Planner designation. Must also pass the Series 65 Exam, but if you pass the CFP, Florida will waive Series 65 Exam requirement.
Possess a good understanding of and interest in financial markets
Ability to communicate well, both verbally and in writing
Strong work ethic is vital and must enjoy challenging, dynamic environment
Practical experience utilizing some form of financial planning software and experience in developing financial plans using that software is extremely important. Experience with E-Money software is a bonus.
Solid grasp of tax issues and how they impact clients is a bonus and familiarity with various forms of group retirement plans is a plus
Be able to work independently and as part of a team
Ability to manage competing priorities in a timely fashion
Strong attention to detail and systematic follow-through with prospects and clients
Ability to communicate information in a clear, concise, and professional manner
Enthusiasm and interest in financial planning and portfolio management
Solid understanding of firm goals for client portfolios for various types of clients. Understand firm philosophy on generating income through investments for clients who desire it.
Experience and comfortability with financial planning software is vital to success and ability to learn Portfolio Center and E-Money Software is important
Strong interpersonal skills and attention to detail, as well as organizational and time management skills
Able to perform multiple tasks efficiently and accurately
Exceptional phone and client service skills, positive and upbeat attitude
Dedicated to continuing education
Interest in networking and developing relationships with other professionals in the community
Salary range dependent on qualifications and experience
Career track with opportunities for advancement
Retirement Plan with profit sharing component provided solely by the firm and Medical Plan
Paid holidays and vacation
Mentorship and learning opportunities
About Arbor Wealth Management, LLC
Family-owned, fee-only, fiduciary firm seeks associate planner in Destin, Florida.