Advisor Development Manager
Bogart WealthHighlight
Summary
About the Role
About You
- Bachelor’s degree in Business, Economics, or Financial Planning.
- Minimum 5+ years in financial planning industry and experience working as a Financial Advisor.
- Certified Financial Planner (CFP®).
- Exceptional attention to detail and follow through.
- Outstanding communication and relationship building skills.
- Excellent project management skills with ability to prioritize and track multiple tasks.
- Advanced knowledge of Microsoft Office Suite.
Benefits
- Competitive compensation.
- Paid health benefits (medical, dental, vision, etc.) for employees.
- A bonus program based on individual performance and company success.
- Paid Time Off based on years of experience.
- A 401(k) retirement plan with company match.
- A fun and friendly team of colleagues.
Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement. Our approach is to fully understand your dreams - not just your “risk profile” - and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution. As a Registered Investment Advisor (RIA), Bogart Wealth is held to a fiduciary standard, which requires placing client interests ahead of our own. The firm’s boutique size further enables a focus on providing exceptional client service. Our services include: • Retirement Planning • Investment Management • Tax Planning & Tax Strategizing • Roth Conversion Analysis • Cash Flow Planning • Estate Planning • Multi-Generational Planning • Social Security Optimization • Pension Lump Sum vs. Annuity Analysis • Specialized NUA Analysis Please see important disclosures from Bogart Wealth here: https://bogartwealth.com/important-disclosure-information/ Neither third-party rankings nor recognitions by unaffiliated rating services, publications, or media, nor any amount of prior experience or success should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results. Unless indicated, a fee was not paid by the Firm or staff to receive any ranking. The rankings are based on specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or Bogart Wealth. "Likes" & comments received are not intended to be client endorsements and are not compensated or influenced by Bogart. Registration of an Advisor does not imply a certain level of skill or training.