Job Details
Company Description
Welcome to Timonier, Wealth Beyond Financial , a multi-dimensional wealth advisory and management firm located in Winston-Salem, NC. Our philosophy is to work with integrity, transparency, dedication, and consistency to help our clients achieve their financial goals. As a multi-family office, we provide holistic wealth advisory services to our private wealth and corporate retirement plan clients, including wealth management, risk management, tax advice, retirement planning, estate preparation, and more. With our centralized team of professionals and fee-only platform, we are our client's true fiduciary advocates.
Join Our Team: Senior Service Advisor Position
At our firm, we believe in making smart decisions about money, and we re committed to helping our clients achieve their financial goals through a family-centric, multi-generational approach to wealth management.
We are a small, independently-owned team of seven professionals, and we re looking for a Senior Service Advisor who shares our commitment to excellence and our values of our registered investment advisory firm, RIA. This role is integral to our team, providing essential services to our high net-worth clients without the need to source new clients.
Key Responsibilities:
- Oversee day-to-day client portfolio cash needs and ensure portfolio rebalancing aligns with target model allocations.
- Process quarterly billing and support the fund review team in portfolio model construction.
- Engage with clients through phone, email, and in-person interactions, upholding the highest standards of professionalism and poise.
- Embrace our multi-advisor approach, contributing to our collective expertise as financial advisors, portfolio managers, retirement plan advisors, tax professionals, and estate planning advisors.
Requirements:
- Series 65 or equivalent certification to trade on the Fidelity platform.
- Exceptional attention to detail and unwavering dedication to the role.
- Ability to work local hours during East Coast standard portfolio trading times.
- A strong alignment with our company values and the ability to work within our team-based atmosphere.
We are proud of the service level we provide and are dedicated to maintaining the highest possible standards for our clients. Our multi-advisor approach has been well-received, and we strive to continue this tradition of excellence. If you are a detail-oriented professional who is ready to join a team that values service, harmony, and client success, we encourage you to apply.
Qualifications
- Financial Planning and Finance skills 7+ Years Experience
- Retirement Planning and Investments expertise
- Experience in providing Financial Advisory services
- Experience in providing investment trading services - Technology Provided
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Attention to detail and ability to work with complex financial data
- Certifications such as CFP, CFA, or similar are preferred
- Bachelor's degree in Finance, Economics, or related field