Financial Advisor

*Financial Advisor* Immediate, full-time opening for the position of Financial Advisor working from Asheville, North Carolina.
Infinity Wealth Management is an established and thriving Wealth and Tax Advisors firm.
We are looking for another advisor to join our team.
You will be working with a group of fun, collaborativeand positive people.
_What makes this opportunity different and better?_ ● High degree of autonomy within our independent model ● Simplified Systems & Processes - We have a fine-tuned holistic financial planning process that will work for you and take you to the next level * Tried and true marketing strategies; no cold calling ● Future equity in the firm and pathway to ownership - This is an opportunity of a lifetime to work towards becoming a partner ● We have a unique edge in the marketplace because of our Holistic Planning and Tax Management Journey ● We value relationships, integrity and sound advice ● We offer one of the most flexible and competitive compensation plans This Financial Advisor position is a critical part of our firm.
It's important that the person we choose will be a "fit" with our commitments and shared values.
You must enjoy working with a team that collaborates, values a superior quality of work and shares a mission of serving others.
*ABOUT OUR COMPANY* We are a growing company with a big heart.
Infinity Wealth Management was founded in 2002, bringing 22 years of experience to our community.
We serve people who are close to retirement age and who need to understand keys to wealth preservation.
We set our clients at ease by helping them build a comprehensive financial plan that includes tax planning and mitigation.
Our firm continues to succeed, and we are sought after because of our exceptional service in a warm atmosphere where clients are treated like family.
Important things to know about our company are: ● We are a family friendly workplace ● Flexible hours to accommodate your needs and your family's needs ● We are a relationship-based firm ● We value work/life balance *ABOUT THE JOB - KEY RESPONSIBILITIES* *Financial Planning:* ● Gather information, create financial plans and deliver tax strategies and recommendations during client and prospect meetings ● Build strong relationships with prospects and clients with consistent, caring communication ● Determine action items needed following each client/prospect meeting *Administrative/Client Service:* ● Answer client questions and handle service requests ● Manage data in CRM and other necessary systems ● Complete client meeting follow-up activities upon request ● Create applications, reports, presentations, and other necessary materials for prospect meetings, client meetings and workshops *REQUIREMENTS* ● Experience with client services and financial advising is preferred ● Series 65 preferred ● CFP® designations are preferred ● Insurance license(s) preferred ● Ability to pass background check *SCHEDULE* ● Typical business hours are 9-5 but must be flexible depending on client’s needs ● Working from Asheville, NC *COMPENSATION* ● Salary plus bonus opportunities ● $60-100K expected first year compensation, subject to performance.
High producers make multiple six-figures ● Benefits include: vacation, paid holidays, paid time off, 401k, employer matched contributions, profit sharing *TO APPLY*: Please send us your resume and a cover letter that tells us who YOU are and why being a financial advisor is meaningful for you.
*Infinity Wealth Management *is an equal opportunity employer.
Job Type: Full-time Pay: $60,000.
00 - $100,000.
00 per year Benefits: * 401(k) * 401(k) matching * Paid time off * Paid training * Professional development assistance Work setting: * In-person Work Location: In person