At Bloom Advisors, we put people first- our clients and our employees. We pride ourselves on being our clients' first phone call for all matters pertaining to their financial wellbeing – from the expected to the unexpected. We are hyper-focused on securing every individual's immediate and long-term financial goals and are looking for a financial advisor to join our tenured team. Since our founding in 1984, we have taken great pride in being a fiduciary serving the mass affluent. We have no conflicts of interest, ever, and are a fee-only firm. Unlike most financial advisors, you do not have your own book of business. Instead, our staff works as a team to support Bloom clients. We believe this collaborative approach allows us to leverage our diverse experiences and expertise to provide clients with the best support possible.
The role: Financial Advisor
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You are responsible for providing an exceptional experience to our clients and guiding them through their financial journey. You share our commitment to understand, care for, and guide financial decisions involving portfolio management, estate planning, tax planning, risk management, charitable giving, and insurance planning. On a typical day, you may meet with clients to discuss their retirement plans, write for our client newsletters or host a webinar with our community partners.
Key responsibilities
- Be a key member of our advisory team, providing financial planning and investment advice to our client base.
- Work closely with clients to fully understand their financial situation, provide solutions to achieve stated goals and objectives, and guide them through their unique journey.
- Conduct financial planning analyses for clients using our software (MoneyGuidePro).
- Run reports for clients (using Black Diamond) and document client interactions in our CRM (Wealthbox).
- Regularly contribute to our quarterly newsletter and online blog.
- Create presentations and host seminars / webinars with our many community partners.
Who you are:
- Client Focused: You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills, and meticulous planning allow you to support and guide your clients. You are passionate about educating clients on the technology and channels available to better monitor, maintain, and handle their investments. You always speak to clients in a language they can understand (as we like to say, no geek speak) and work to educate and empower them to be more aware of their finances.
- Disciplined Practice Management: You focus on relationship management and demonstrate a deep understanding of your clients, financial markets, and sound business judgment. You'll rely on your personal drive, leadership, and relationship-building skills to expand our business and deliver personalized financial solutions to your clients.
- The Bloom Way: You treat our clients and your coworkers like family. You provide a holistic view of clients' needs and financial coaching beyond investments. You are a collaborative worker and support your colleagues.
Qualifications
- At least 4 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- Outstanding verbal and written communication skills
- A valid and active Series 65 license is required
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
What You Will Receive
- Comprehensive compensation that includes a base salary and quarterly incentives
- Health insurance, including HSA contribution
- 401(k) match
- Flexible work environment – hybrid in person / remote structure
- Joining an excellent, experienced, and family-focused team
- Flexible vacation package
