Sound Advisory | Wealth Advisor

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Requirements:

• You have a CFP® (Certified Financial Planner) certification.
• You have a Bachelor’s degree (preferably in finance, business, or a related field) or equivalent experience.
• You have a passion for financial planning.
• You have a passion for bitcoin.
• You have strong analytical and writing skills.
• You have the ability to manage details and juggle multiple priorities.
• You live in the United States.

Responsibilities:

• Conduct client interviews, gathering data, and developing financial plans.
• Build financial plans, analyze investment & bitcoin allocations, and draft recommendations.
• Create deliverables like retirement projections, asset allocation proposals, etc.
• Support senior advisors in preparing for client meetings.
• Help implement investment strategies and monitor client portfolios.
• Field client inquiries and provide excellent ongoing service.
• Work with custodial partners to assist in the implementation of client action items.
• Improve our processes and reduce inefficiencies.
• Optimize sales pipeline and lead generation efforts.