Partner, Berkshire Money Management

Opportunity for financial advisor with business development skills to become a partner at Berkshire Money Management.

Responsibilities

  • Identifies and sets appointments with potential clients.
  • Serves as the primary financial advisor for certain clients and the backup advisor for other clients.
  • Responsible for analyzing client situations, formulating an initial financial plan, complete with written recommendations via MoneyGuidePro, and presenting them to clients. Follow-up and implementation of these recommendations is critical.
  • Follow-up every client meeting with written notes, including the client’s to-do list. Developing and maintaining the client relationship, within BMM’s culture, including compliance with SEC guidance, is critical.

Desired Qualities

  • Excellent organizational skills
  • Results oriented
  • Creative
  • Flexible
  • Positive attitude
  • Ability to handle numerous projects simultaneously

Some of the features of this position include:

  • Salary plus bonuses
  • Comprehensive training, including financial planning, marketing techniques, consultative selling, client service, and investment strategies and products
  • Marketing support, including brand advertising, that will help to expand and grow client relationships
  • Significant career growth opportunities within the company
  • Opportunity to acquire company equity and become a partner

As a partner, your input and suggestions regarding the internal structure and operations of the business will be encouraged. BMM is growing, and we’re looking to add a capable business development professional who is interested in growing with us.

Call or e-mail Allen Harris at 413-997-2006 or AHarris@BerkshireMM.com to explore.

2019-0046

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2019-04-05T13:45:02-04:00April 5th, 2019|Categories: Careers, Finance, Sales/Advertising, Senior-Level|