Ellevest is hiring a
Financial Advisor

Summary

The job is for a Financial Advisor on Ellevest's Private Wealth Management team. The role involves building and maintaining client relationships, developing financial plans, providing financial advice, and complying with Ellevest methods and guidelines. The candidate should have at least 8 years of experience in financial advisory, active FINRA Series 65, and/or CFP designation.

Requirements

• 8+ years experience and demonstrated track record of success in building your own book of business in financial advisory
• Active FINRA Series 65, and/or active CFP designation in good standing

Responsibilities

• Build, maintain and grow a book of business through dedicated relationship management and nurturing
• Develop a thorough understanding of each client's needs, goals, and financial status in order to guide them based on Ellevest’s investment philosophy
• Provide and recommend strategies in a clear, supportive, and helpful manner to help clients achieve their goals over time
• Identify appropriate savings, investment, and spending strategies to reflect clients' risk preferences, liquidity needs, and investment objectives
• Demonstrate exceptional client relationship management capabilities; build written and verbal plans to communicate recommended strategies to clients; set, manage, meet and exceed client expectations in order to build value in relationships over time
• Monitor portfolios for clients on an ongoing basis to retain and grow our client relationships, and conduct periodic reviews to help clients feel connected to Ellevest and their investing strategy
• Comply with Ellevest methods and guidelines, and uphold our documentation and organization standards to meet compliance requirements
• Promote professional and team development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry; stay aware of significant changes or developments within the fields of investments and financial services

Preferred Qualifications

• Outstanding oral and written communication skills, high emotional intelligence, and the ability to translate complex financial topics to audiences of different levels of experience and knowledge
• Intellectual curiosity, a deep desire to solve problems, and an exceptional attention to detail
• The ability to serve as a successful and determined advocate for your clients
• Experience relying on and adapting to new technology

Benefits

• Equity
• 401k plan with employer contribution
• Medical, dental and vision health insurance (80% of premiums covered by employer)
• Unlimited paid time off and flexible scheduling
• Paid parental leave
• Learning and development opportunities
• Financial support for accessing reproductive healthcare
• Free access to Ellevest membership and discounts on Wealth Management offering