Careers in wealth management and financial planning
When you join Signet, you become part of a team of financial professionals dedicated to helping clients secure their economic freedom. This commitment extends to our employees too. We help you find the right career path and provide quality benefits, innovative technology, and a collaborative environment.
Apply for a job

Current openings

Financial Advisor

Summary

The Financial Advisor delivers investment advice and financial planning solutions designed to achieve client financial goals. The advisor builds trust & deepens relationships with the firm’s existing clients and develops new business through referrals and networking opportunities. Experience as a financial advisor, financial planner, investment consultant, investment analyst, or wealth manager is preferred.


Qualifications

  • Track record of financial industry success
  • Minimum 7 years’ experience
  • CFP, or in the process of obtaining
  • Strong communication skills
  • Self-driven and highly motivated personality
  • Ability to listen, understand and give advice
  • Willingness to travel at times


Responsibilities

  • Counsel existing firm clients on all aspects of personal finance
  • Provide insight and deliver investment solutions to clients and prospects
  • Retain long-term clients
  • Help develop comprehensive financial plans
  • Develop leads and referrals through existing book of business
  • Seek additional assets from existing clients.
  • Provide excellent customer service