Fee-Only Financial Advisor

Position Summary
Ables, Iannone, Moore and Associates is seeking a highly motivated fee only financial advisor to support the ongoing growth of the firm.  This is a unique opportunity to work with an experienced advisor to learn investment strategies and work on existing client accounts while developing your own book of business.  The opportunity comes with a salary plus the opportunity to earn commissions.

Core Responsibilities:

• Generate new business by developing referral sources, contacting prospective clients, and attaining new accounts.
• Manage investments utilizing individual stocks and bonds to create a portfolio to meet that particular client’s risk profile and investment objectives.
• Develop relationships with clients designed to assist them with needs outside of investments such as guidance with mortgages, referrals to CPAs and other similar activities.
• Research equities and present investment ideas to other members of the firm as needed.
• Participate in direct marketing and social media marketing efforts.
• Participate in on-going firm wide projects.

Skills and Competencies:

• Bachelor’s degree. Preferably in finance, or relevant field.
• Must have or be prepared to study for and pass Series 65 exam after joining firm.
• Strong communication and interpersonal skills.
• Technical understanding of investment markets, securities, security data, and investment systems.
• Excellent overall computer skills – strong ability in Microsoft Excel.

Character Traits:

• Accurate – Highly precise and accurate, truly detail oriented. High degree of personal accountability. Takes Initiative.
• Personable – Ability to interact with co-workers and clients to develop long-term relationships.
• Timely – Deliver work on time while juggling multiple competing demands. Requires a high degree of organization, prioritization, and focus. 
• Productive – Efficiently master the workload on a daily basis. Effectively handling the routine tasks and seamlessly juggling unplanned, urgent issues that need attention. Committed to ensuring the job gets done, happily putting in extra efforts and going above and beyond where needed.
• Service oriented – Strong communicator (written and verbal) with helping, service-oriented mindset. Quickly respond to requests with useful, accurate information. Inspire confidence in our work product.
• Critical thinker – Ability to both follow process and standards while also thinking critically and creatively to actively problem solve, trouble shoot, and create solutions to one-off issues.