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Financial Advisor

Company: Hayden Royal
Location: Gilbert
Posted on: October 14, 2020

Job Description:

Hayden Royal, a full-service boutique RIA firm is actively recruiting established Financial Advisors to join us on an employed or 1099 model in Phoenix, Arizona. Hayden Royal has a simple objective - to provide a fully integrated platform and curated experience for financial advisors to help build a client centric advisory business and execute their vision. As a growing team of dedicated professionals with a true passion for our clients and advisors needs. Hayden Royal has a versatile platform and approach that allows us to engage our partners advisors in areas where they need us the most. We offer true independence to our advisors and we are here to support you through our Financial Planning and Fee-Based business capabilities and the various ways to price a client relationship. When managing client allocations, our six pillars of wealth building are an efficient way to manage risk and return, and we partner with leading providers in the alternative space. The value-add proposition of our firm is the flexibility of the platform and our dedicated advisory services group, where each advisor or team has his/her own relationship manager. We also offer our advisors a fully integrated platform that provides front facing support from prospecting, to fully integrated client service which includes ENVESTNET for advanced research and analytics, MoneyGuidePro the #1 financial planning software and RedTail CRM for effective client management. We understand that Investment Management is just one piece of building and obtaining wealth. With this in mind, our network of experts provides advisors with specialized resources. Our professionals concentrate in the fields of insurance services, tax planning, liability structuring, real estate strategies, and estate planning. This allows us to create and maintain a true wealth management plan encompassing risk management and asset retention. These are what we believe to be the essential elements of generational wealth building. There are no minimum household sizes, we do not tier money market rates and our client fee schedules are very competitive. Our internal insurance division as well as a private label trust company enhances our profile as a high-end, boutique firm which upgrades our cash management, lending and trust solutions. Our Advisor's will have the flexibility to create their own portfolios on the Hayden Royal Investment platform within the investment sleeve, Advisor as Portfolio Manager. Advisors will also have access to four other investment sleeves, Fund Strategist, Uniformed Managed Account, Separate Managed Accounts and the Portfolio Management Consultant sleeve and all sleeves are very competitively priced. A full Transition and Advisory Services team to help with the onboarding process. A Relationship Manager will also work out of an advisor's office during the transition process and until the advisor and staff is fully trained and on-boarded. Responsibilities: --- Strong wealth management experience with high net worth or ultra-high net worth clients in the areas of fee-based consulting, insurance and financial planning --- Develop and prospect new client opportunities (individuals and families) to sell wealth management services. --- Continually monitor and evaluate client needs to identify opportunities to enhance continuous value to client relationships expand and deepen customer relationships --- Skilled in consultative and advice driven sales; manages execution of exceptional client service standards to develop and retain lasting client relationships. --- Develops and strategically executes personal business plan to achieve defined revenue and business objectives. --- Effective client communication regarding current market trends, investment strategy and products. --- Develop comprehensive financial plans for clients to address investment strategies, estate planning, as well as tax and risk management --- Skilled with CRM utilization as well as investment and financial planning products Qualifications: --- Bachelor's degree required --- 6+ years' experience as a wealth advisor --- FINRA Series 7 & 66 required (S63 & S65 acceptable as well) --- CFP or CFA required --- All wealth advisors must have a clean U4 with no disclosures. Employment Type: Full Time Years Experience: 5 - 10 years Bonus/Commission: No

Keywords: Hayden Royal, Gilbert , Financial Advisor, Accounting, Auditing , Gilbert, Arizona

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