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Registered Investment Advisor

Registered Investment Advisor

Do you enjoy building authentic, long lasting client relationships?

Are you looking for the opportunity to fulfill your career plans?

At Court Place Advisors, you can do both.  We are a fee-only independent, comprehensive Investment firm that focuses on all six areas of financial planning, and we are searching for a financial professional who is passionate about executing wealth management strategies for greater client financial independence, while building a culture of success.

Responsibilities

  • Ensure Court Place Advisor (CPA) clients achieve their goals.
  • Identify and develop additional opportunities with existing clients.
  • Build/Execute a plan to increase individual and CPA client base.
  • Consult with clients to develop new and/or ongoing wealth management plans.
  • Build a communication plan and maintain appropriate levels of personal interaction with each client throughout the year. Educate clients on emerging issues, regulatory and tax changes, and advise clients on appropriate actions.
  • Work cross functionally, bringing additional CPA expertise to clients where/when appropriate.
  • Understand and adhere to CPA’s risk and regulatory standards and policies.
  • Develop and implement strategic tax and investment planning.


Requirements

  • Deep commitment to superior client experience
  • Ability to articulate current and relevant economic, financial and market information, with the ability to advise clients on appropriate actions.
  • Team oriented and can work well in a collaborative and open work environment
  • Exemplary analytical, organizational, presentation, and computer skills
  • FINRA Series 65 license Authorization to work in the U.S. without restriction
  • Successful completion of background check and pre-employment assessments.
  • 5+ years’ experience in financial services industry

 

Preferred

  • Knowledge experience with E-Money or Money Guide Pro