Careers - Wealth Management in Investing, Retirement | Better Money Decisions

Careers

We are driven by the pursuit of better. Better for our clients. Better for the industry. Better for our staff. Our employees drive our firm’s success and allow us to deliver our unmatched approach to our clients. At Better Money Decisions, your decisions will change the future of families and their generations that follow.

Looking for the best people willing to innovate to create better results.

Collaborative Culture

We are not Wall Street where intense competition creates winners and losers. We all win when we work together for the good of our clients.

Doing Things Better

At Better Money Decisions we work as a team: all focused on doing what is best for our clients. We look for fresh ideas and new approaches that improve our value to those we help.

You Have Impact

Since we are not a massive, faceless organization, you have direct control in how you want to engage with your clients and input as well in how we plan the future of the firm.

Positions We Regularly Recruit For

Senior Advisor

Join our fast growing team of dedicated professionals in a firm with a culture of collaboration and exceptional competence. If you have an established clientele and are tired of trying to “do it all” alone, we provide a place for you to grow and prosper. 

A Senior Wealth Advisor has demonstrated a strong ability to maintain established client relationships and to bring new clients into the firm while contributing to business development and marketing initiatives. This role will also facilitate and support associate advisor career development.

Duties include managing the delivery of wealth management services to the client including financial planning, investment management, cash flow strategies, estate planning reviews and tax strategies.

Snapshot
  • Reports to CEO
  • Converts prospects into clients
  • Manages and maintains relationships with high value clients
  • Mentors and develops associate advisors
  • Most senior advice role within the firm
  • 8+ years of industry experience
Education and Experience
  • College degree; Advanced degree preferred
  • 8+ years of investment and financial planning experience
  • Series 65
  • CFP(R) Certification preferred
  • Employee development expertise
  • Financial information technology knowledge

 
Apply Today

 

Client Service Representative

The Client Service Representative works with the entire team to coordinate all client service activities, with a focus on delivering an exceptional client experience. This position is critical in maintaining excellent client relationships and the highest quality of services. Detail oriented and exceptional listening and communication skills are a must. This position requires a patient and methodical approach to client service requests and solving any service-related issues. An understanding of the processes and paperwork involved in meeting client expectations is essential for the successful candidate.

Education and Experience
  • Minimum of 3 years experience in the financial services industry
  • Series 65 or willingness to obtain
  • An undergraduate degree preferred
  • Knowledge of Microsoft Office and CRM systems preferred
  • Knowledge of financial services operations and technology

 

Apply Today

 

Associate Advisor

An Associate Wealth Advisor is a support role to the Senior Wealth Advisor. The primary responsibility is the retention of existing client relationships. The position requires a thorough knowledge of the financial services business and a commitment to delivering a comprehensive client solution. Candidates must have strong personal relationship management skills and be reliable, organized and deadline driven. Qualified applicants excel in working in a self-directed, collaborative environment.

 

Snapshot
  • Support role to Senior Wealth Advisor
  • Primarily responsible for client retention
  • Thorough knowledge of financial services business
  • Strong relationship management skills
  • Five to seven years experience

Education and Experience

 

  • College Degree 
  • Series 65 
  • Five years experience in financial services
  • Knowledge of financial services operations and technology
  • Knowledge of Microsoft Office and CRM systems preferred

 

Apply Today

 

Join our team.

If you’re ready to grow your career by making a positive difference for your community; then we might be a great match. We encourage individuals with dynamic professional and educational backgrounds to apply and bring their passionate energy to helping others prosper.

REGISTRATION
Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.

Copyright © 2021 Better Money Decisions. Financial Wellness for Life® is a registered trademark of Better Financial Decisions, LLC. All rights reserved.

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