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Financial Advisor

Company: Smith Salley & Associates, LLC
Location: Greensboro
Posted on: January 12, 2022

Job Description:

Smith Salley & Associates is a fast-growing RIA located in Greensboro, NC with over $2.5 billion in AUM. -We have a boutique feel with 16 professionals serving approximately 750 clients. -Our prim clients are high net worth individuals, whom we offer holistic wealth management services including financial planning, tax planning, in-house portfolio management, as well as corporate trustee solutions.
This financial advisor role would include a range of duties from administrative to client-facing interaction, serving existing clients and participating in new business development. -The position will support senior partners who will serve as mentors. -Our goal is to grow this individual into a producing partner over time.Role will fulfill client service requests, compile portfolio review presentations, assist in building retirement plans and help in the creation of prospective client proposals. -

  • -Proficiency in Excel and other Microsoft Office products
  • CFP(R) certification completed or -at least passed exam (preferred)
  • 3 to 5 years of industry experience
  • Preferred experience with MoneyGuidePro, Tamarac, Junxure as well as Fidelity, Schwab & TD Ameritrade custodial platforms
  • Organized, detail-oriented, independent problem solver who -has strong communication skills
  • Ability to communicate in a team & externally with clients
  • Self-starter, motivated, ambitious, desire to grow into partner-level role

Keywords: Smith Salley & Associates, LLC, Greensboro , Financial Advisor, Accounting, Auditing , Greensboro, North Carolina

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