Financial Advisor at Tempo Wealth delivering exceptional financial advice to clients. Leading client relationships and collaborating with internal teams to ensure high - quality service and compliance.
About the role
- Associate Financial Advisor at Tempo Wealth, a fee-only financial planning firm. Collaborating with internal teams and clients to offer exceptional financial services while fostering relationships.
Responsibilities
- Participate in client meetings with the plan to take over client relationships over time
- Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all client-related activities are executed efficiently and in line with company standards
- Cultivate and maintain strong relationships with clients
- Understand clients' financial goals and preferences
- Review and execute on financial planning tasks after client meetings
- Stay informed on financial market trends and regulatory changes
Requirements
- Minimum 3 years of experience in an advisory role
- Excellent written and verbal communication skills, both internally and client-facing
- Warm communication with clients
- Tech-savvy, with the ability to learn quickly
- Organized and detail-oriented
- Problem solving and independent worker – we do not micromanage
- CFP or ChFC preferred
Benefits
- Company-paid health insurance
- 401(k) with safe harbor contribution
- Group life and disability insurance
- Generous paid time off (PTO)
- 18 annual holidays
- Half-day Fridays throughout the summer
- No business development requirements
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