Financial Wealth Advisor

<p>Are you an exceptional and successful advisor? Are you looking for a personal sense of purpose in your work life? Are you seeking to build a more fulfilling career by making a difference in the lives of others? If you are tired of exclusively having money-focused conversations that ignore your client's life circumstances, passions, and desires for a more meaningful and joyful life, consider joining our team as we seek to revolutionize the wealth management world.</p> <p>&nbsp;</p>

Sioux Falls, SD, United States

Prosperity Wealth Management

<h4 class="font_8">Financial Planning and Life Coaching are at the core of what we do. What we get started on is up to you.&nbsp;As a Fee-Only firm we're able to put our focus not on WHAT we are able to sell, but&nbsp;solutions that fulfill WHY you are planning.<br /><strong><br />OUR PROCESS IS ABOUT ENJOYING LIFE AND FAMILY.<br /></strong><strong>OVER THE YEARS I HAVEN'T SEEN IT ALL, BUT IT'S CLOSE</strong></h4> <h4 id="FvGrdLnb-zb4" class="hl2" data-border-width="1px">Agatha Johnson started Prosperity Wealth Management to go beyond the financial&nbsp;planning process. She's been working in the financial services industry for over 25&nbsp;years.&nbsp; What sets her apart from everyone else is the ability to listen, understand and then focus right on the core of everything that matters to her clients.&nbsp; She goes far beyond what most advisors do by understanding values, emotions, motivators and drivers that both stop us from acting, as well as, accelerate us to accomplish our goals.</h4>

keywords: respect & honesty,integrity,humility,excellence,service,zest for life,commitment,trust,win,teamwork,strategic,expertise,financial planning,client relationship management,compliance,emotional intelligence,accountability,time management,knowledgeable

Mid-Senior Level


Overview: <p><strong>We&rsquo;re looking for advisors who want to be part of an organization that&rsquo;s in the forefront of developing a new kind of advisory firm that understands our client&rsquo;s beliefs of wealth impacts many.<br /><br />WHO IS PROSPERITY WEALTH MANAGEMENT?</strong></p> <p>We are a fee-only multi-generational service model focused on helping our clients use the power of their wealth to build extraordinary lives. This model recognizes that money matters; it&rsquo;s just not all that matters. Be part of a team environment that integrates what we believe to be exceptional investment advice + outstanding wealth management + the wisdom of behavioral science.</p> <p><strong>OUR CORE PRINCIPLES</strong></p> <p>Respect &amp; Honesty - We provide candor with kindness. Respectful of everyone regardless of title.</p> <p>Integrity - We believe in making and keeping commitments to ourselves and each other.</p> <p>Commitment - We believe each person should finish strong.</p> <p>Humility - We support each other and our team. We believe each person should take responsibility for and deliver results no matter their title or role. We are experts with no ego.</p> <p>Trust - We can trust each other because we know we will always do what is right.</p> <p>Excellence - We have a continuous improvement mindset. We believe each person should keep themselves relevant, innovate, and lead.</p> <p>Win - We believe each person should expect to win. We believe all should have a positive attitude and use each person&rsquo;s capabilities to the fullest.</p> <p>Service - We believe it is important to stand for something. We believe in working and serving in the best interest of others.</p> <p>Zest for life - We believe each person should have a life with interests and passions outside of work. It is what makes us better when we are at work</p>
Responsibilities: <p><strong>WHAT YOU WILL DO...</strong></p> <p>As a Financial Advisor, you will work with the PWM team to...</p> <ul> <li>Be a part of a team for existing clients and develop new relationships with our ideal clients.</li> <li>Provide our clients with a framework for navigating life&rsquo;s major decisions and top-notch financial expertise.</li> <li>Serve as the subject matter expert in some aspect of Wealth Management, Investment Management or Behavioral Wealth Management.</li> <li>Analyze and manage client portfolios, including private placements and align with the client's overall financial plan</li> </ul> <p><strong>OUTCOMES THAT WILL BE EXPECTED OF YOU...</strong></p> <p>Engage team members and vertical strategic partners with the right framework at the appropriate times to engage in conversations that address the human component. The result is that our clients are empowered to be part of the answers to their financial questions based on what&rsquo;s most important to them. Success in this area is assessed via positive survey results whether our clients feel they made better decisions for themselves and their families because of their relationship with Prosperity Wealth Management.</p>
Requirements: <div class="job-preview-styles__requirements--2kg4_" data-ui="job-requirements"> <div> <p><strong>YOU POSSESS THESE BASIC REQUIREMENTS</strong></p> <ul> <li>Knowledge on a wide array of financial products and services</li> <li>Working knowledge of Microsoft Word, Excel, PowerPoint, Outlook</li> <li>Bachelor's degree in Finance, Economics, or related field (preferred)</li> <li>CFA or must obtain within the first 5 years. Must have or will be required to obtain a Series 65 for state registration if you do not have a CFP or CFA designation.</li> <li>Minimum of 10 years of experience</li> </ul> </div> </div> <div class="job-preview-styles__benefits--21mG1" data-ui="job-benefits"> <h4><strong>Benefits</strong></h4> <div> <ul> <li>Competitive salary of base plus individual and team bonus. Our Advisors can earn in the range of $60k-$148k with all compensation combined. The average total compensation typically falls between $70-$90k a year.</li> <li>True team/family environment in a small office.</li> <li>Work/Life balance - Our CEO doesn't just say it. She truly lives it and encourages all of us to do the same.</li> <li>Meaningful Work - You truly feel like you are making a difference in the lives of our clients every day.</li> <li>Two weeks PTO first year plus 8 holidays</li> <li>Medical insurance</li> <li>Vision insurance</li> <li>Dental insurance</li> <li>Simple 401k</li> </ul> <p>We look forward to receiving your resume and application. Please note that we use AHA! Business Consulting as our recruiter. If you are invited to continue in the process,&nbsp;<strong>you will receive an email from AHA! asking you to complete a short video interview. Please complete this video promptly in order to be considered further for this position.</strong></p> </div> </div>