Now Hiring - Aksala Wealth Advisors - Relationship Manager in Sarasota, FL

Full description of the position

About us Aksala Wealth Advisors Company: Aksala Wealth Advisors, LLC knows that money management is not only about money management, it's about the personal experience and excitement that is required to truly connect and provide the best service to the client. We are located in Lakewood Ranch, Florida with easy access to the highway, give us a "google" search. We are an energetic team of Financial Advisors, Relationship Managers, and exceptional Operations Team. Wealth Management is an education and relationship business. This role is critical to our model. Our client profile are affluent individuals and families ages 50-80 and with average assets around $1-10M. "The Millionaire Next Door" The Job: *Amazing phone, people, & technology skills. Client events and generally making people delighted. The face of the client relationship. You will be on varying teams of one or more Financial Advisors, assisting in the "on-boarding" process of bringing on new clients. You would be hosting zoom meetings and sharing our offerings, performing e-money financial plans. The role requires an administratively heavy aspect with new account openings, transfers, and all the technical nuances involved. Aksala is a destination for clients to have a boutique and concierge styled financial experience. We are here to provide impeccable , positive, efficient service. The job will be operational in function and will require critical thinking skills. Activities include: Opening accounts, roll-over calls, transferring money, distributions, asset aggregation, exceptional phone skills, and customer service interfacing. This requires self starting, detail oriented, confidential, independent, and a team player who can take additional tasks when needed. You should have or currently serve a base of clients to showcase aptitude and previous success within the wealth management industry. Qualifications: - Newer to the Financial Industry is ok, but need some financial services knowledge. Licensed and basic training must be behind you from one of the "globo" firms to ensure this is the role for you or currently in a business development role. - Redtail CRM, Fidelity Wealthscape, E-Money Planning, Envestnet Software. - Ability to use common office equipment, Phone, zoom, excel, Microsoft suite, etc. - Executive and corporately trained individuals who possess exceptional customer service skills. - CFP & College Degree ( Comparable Credentials ) - Sitting, standing and mobility about the office. - An insatiable need to make things efficient for the client. Rewards for Working for Aksala: We provide a team-based, safe, socially distanced, positive work environment. We pride ourselves on being family oriented and encouraging to all our employees. We want our associates to accept new challenges and strive each day to learn. Our W-2 compensation is above market, and there is always room to grow. Income will be a base, with quarterly bonuses connected to the revenues of the clients you oversee, as the base of clients you serve grows so does your quarterly bonus, this aspect will be the largest portion of the compensation. You have a direct ability to grow this component based on your efforts and accumen. We encourage employees our business development folks to take unlimited time off. -- Move the needle with monthly new assets gathered and attend several functions in the immediate community network and then your time is your time. Please visit our website, Aksala.com for additional information. Conclusion: We are a dynamic group, looking for a dynamic financial educator and growth minded team player. This job changes daily and the tasks will vary in complexity and challenges. You won't get bored here! Now it's your turn - Do you think you're a candidate? We strongly encourage you to start your due diligence process of finding out about us! Send Evan an email, drop a card in the mail. Remember, we want our clients to have a "white glove service", can you show us what that means to you? If you feel like these qualifications are a fit for you, we are eager to meet you! Aksala Wealth Advisors provided the following inclusive hiring information: We are an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Job Types: Full-time, Contract Pay: $75,000.00 - $225,000.00 per year Benefits: * 401(k) * 401(k) matching * Flexible schedule * Health insurance * Paid time off * Parental leave * Vision insurance Supplemental Pay: * Bonus opportunities * Commission pay Education: * Bachelor's (Required) Experience: * Wealth management: 3 years (Required) License/Certification: * Driver's License (Preferred) * Series 65 CFP (Required) Work Location: Hybrid remote in sarasota, FL