Financial Advisor

• →Lead client meetings with the plan to take over client relationships over time
  
• →Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all client-related activities are executed efficiently and in line with company standards
• →Cultivate and maintain strong relationships with clients
• →Understand clients' financial goals and preferences
• →Review and execute on financial planning tasks after client meetings
• →Stay informed on financial market trends and regulatory changes
• →Identify opportunities for client growth and new business

• Minimum 7 years of experience in an advisory role
• Excellent written and verbal communication skills, both internally and client-facing
• Warm communication with clients
• Ability to speak to prospects and close warm leads
• Tech-savvy, with the ability to learn quickly
• Organized and detail-oriented
• Problem solving and independent worker – we do not micromanage
• CFP or ChFC preferred

Qualified candidates will begin with a 15–30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.

Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.