Now Hiring - Aksala Wealth Advisors - Wealth Advisor / Senior Relationship Manager in Lakewood Ranch, 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 each client. We are located at the gateway to Lakewood Ranch, Florida.

We are an energetic team of Financial Advisors, Relationship Managers, & Operations Specialists. Our client profiles are self-made individuals or families ages 50-80 with an investable assets range of 1-10M. "The working class Millionaire"

The Job:

Amazing phone, people, investment acumen, technology skills, & generally making people delighted.

You will be on a team of one or more presenting investment solutions and financial plans to prospective clients.

This is an educational sales role with unlimited income. You would be hosting digital and in person meetings.

Aksala is a destination for clients to enjoy a boutique and concierge styled financial experience. We are here to provide impeccable, positive, efficient service. The job will be client facing in function and will require critical thinking skills. Activities include: Portfolio comparisons, cost basis, tax impacts, allocation variations, social security, retirement plan options, tax -mitigation scenarios, buy / sell real-estate, estate planning, business exit planning, income planning, budgeting, 401k 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 on client critical tasks when needed.

You are the show as a relationship manager at Aksala Wealth, we take that seriously. So if independently working and closely supported team approach is your dream work environment, this is for you!

• You should have a book of clients currently to showcase aptitude and previous success as a financial advisor.

We will grow your base of clients through digital lead flow, tax partnership network, and acquisitions of smaller retiring advisors.

We have one immediate opportunity for a new CPA partner that needs a lead relationship manager.

Qualifications:

- Licensed and basic training must be behind you from one of the globo firms to ensure this is the career for you. We are seeking a person to grow and invest alongside.

- 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
- 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 and 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 compensation is above market, and there is always room to grow.

We encourage employees to add personal and creative touches to our client service model.

Move the needle with monthly new assets gathered and fun client and team building events throughout the year. We are not big corporate this is how you want to spend your day, enjoying, growing, learning with the ability to make a difference in others lives. Purposeful work.

Please visit our website, Aksala.com for additional information.

Conclusion:
We are a dynamic group, looking for a dynamic financial educator and rainmaker 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, find him on socials, stop by with a treat for the operations team. Remember, we want our clients to have a "white glove service" and excellent communication skills, 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: $80,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• Financial planning services
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance

Compensation package:

• Profit sharing
• Signing bonus

Weekly schedule:

• Monday to Friday

Work setting:

• In the field
• Office

Education:

• Bachelor's (Required)

Experience:

• Financial services: 3 years (Required)

Work Location: Multiple locations