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Independent Financial Advisor

Company: Halbert Hargrove
Location: Bellevue
Posted on: September 17, 2020

Job Description:

Halbert Hargrove (HH) provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we've continually refined since our founding in 1933.------Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture.------Position OverviewRegional Director establishes and fosters relationships with clients, with an objective to assist them in all facets of their financial lives.--Working with a team consisting of a Wealth Advisor and Client Service Manager, the Regional Director builds and implements a Roadmap- a disciplined, ongoing process that ensures that all the complexities inherent to their client's wealth are addressed.--A Regional Director serves as a repository of knowledge for client's aspirations and day-to-day financial demands, with the ability to direct HH's resources, including the efforts of other team members, to help them to continue to secure their goals.Business DevelopmentMarket: primarily high net worth individuals.--Fee only.Meets ongoing sales goals set annually by the firm/managementBuilds and maintains a networking group/nicheDevelops and keeps an ongoing relationship with new and relevant COIsMaintains a social presence in the community by volunteering and/or joining a charitable organizationArticulates Halbert Hargrove's value proposition for Investment Management and Wealth Advisory Services------------------Client ServiceProvides "Wow Service" to result in direct referralsExudes confidence to Clients/Prospects/Centers of Influence (COIs)Prepares for and conducts client meetings with clear, precise deliverables - via web meetings or in-personWorking knowledge of MoneyGuidePro, Tamarac Advisor View and Microsoft Dynamics CRMPresent 401(k) plan participant group education sessions------------------TeamCandidate must be a team player-who is a cooperative member of the team and a team builder.Keeps team on track with firm's strategic initiativesCreates clear guidelines to team of all timelines and workloadFollows all firm processes and procedures while servicing current clients and prospecting future clients.--HH Value AddFee only advisor with limited conflicts of interests for clientsHH has no broker/dealer or proprietary fundsCentralized structure with Operations and Administration ran from Headquarters in Long Beach, CATrading, rebalancing, money movementInvestment Committee that provides oversight and due diligence over portfoliosWealth Advisory Committee that delivers guidance on financial planning and additional services to further engage and help clients meet their goalsFA 100: CNBC Top Rated Financial advisory firms of 2019Best Places to Work for Financial Advisors - 2018 & 2019QualificationsCurrently manages a book of more than $25 Million in AUMBachelor's degreeMBA preferredCFP-- a plusBenefitsCompetitive compensation structureUnlimited vacationProfessional development budget for CEs, conferences, and trainingPaid professional duesCompany paid parking

Keywords: Halbert Hargrove, Bellevue , Independent Financial Advisor, Accounting, Auditing , Bellevue, Washington

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