As a premiere wealth management firm, W.E. Griffith & Associates, LLC provides guidance to individuals, families, professionals, business owners and retirees in the areas of retirement solutions, insurance, investment services and estate needs.
We have projected the need for additional financial services representatives in the following areas:
Financial Services Exec/Financial Advisor
Director Client Relations
Supported by our network of specialists, you will have access to the resources and assistance you need to help clients build, manage and preserve their wealth.
If you are highly motivated, value your freedom and want to be financially rewarded for hard work and have the desire to impact people’s lives positively every day, then you may be a candidate we want to speak with about these opportunities.
As a Financial Services Exec/Financial Advisor, you will focus on identifying and cultivating prospective clients primarily through face-to-face meetings and networking with various sources. Through the financial planning process, you will help clients achieve their financial goals. We utilize a team approach to provide accurate, objective, strategic and timely advice in analyzing and planning a client's investment portfolio, estate plan, cash flow and retirement plan. The process entails detailed analysis of complex financial situations in order to propose the appropriate services to the client – helping them organize their financial affairs in a manner that minimizes income and estate taxes, ensuring their long-term financial security and independence, increasing the magnitude and longevity of their family's wealth. You should possess 3+ years of related experience, preferably in financial services. Emphasis is given to experience in developing successful relationships. Successful candidates must be able to deal with high net worth individuals, families, professionals, business owners and retirees - clients with investable assets of $500,000 or more. Undergraduate degree, CFP® designee or equivalent experience is preferred.
As Director of Client Relations, you will take a personal approach that starts with a face-to-face meeting between you and a potential client. As Director of Client Relations, you will be responsible for managing the transition between a new client and the designated Financial Services Exec/Financial Advisor. In addition, you will enable development of junior associates. As we continue to grow, we are looking for individuals who are self-motivated and enjoy working independently. What distinguishes highly successful people is their ability to capitalize on the right opportunity when it presents itself. By becoming Director of Client Relations, you have the freedom to determine your own compensation and to redefine your future. To be considered for this position, you should have a bachelor’s degree from a four-year institution, have strong interpersonal skills, be self-motivated and have a history of personal success.
Each of these positions is a unique, exciting and financially rewarding opportunity for the right type of person — but it takes a dedicated individual to capitalize on the potential. If you have an interest in either of these positions, please contact us. Only qualified candidates will be contacted.
Devotion to our clients and their families is what is leading W.E. Griffith & Associates, LLC to success.
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