Director, Advisory Services Jobs

Evergreen Money is focused on changing how financial platforms are built by creating a seamless and integrated experience for our customers. We are focused on stubborn problems that, once solved, can make way for new and better financial products. Evergreen is led by Bill Harris, the founding CEO of PayPal, Personal Capital, and ONE.

As the company's founding employee for advisory services, you will have a significant role in determining how we structure and execute our investment management, financial planning, and tax optimization strategies.

Responsibilities

• Provide top-quality financial planning, tax, and investment advice to our clients.
• Create financial planning strategy and process for the business.
• Partner with stakeholders to create and implement a strategy for our ongoing support of clients.
• Define, design, and implement the strategic direction of our advisory services department.
• Develop, manage, and present comprehensive financial plans for clients.
• Make investment recommendations and subsequent follow-ups for client portfolios with the advisory team.
• Hire, train, and coach advisors to meet asset growth and retention goals.
• Provide clients with a high level of individualized service based on planning and investment strategies consistent with their financial goals.

Qualifications

• Excellent writing and verbal communication skills.
• Series 65 license required (or Series 7 & 66).
• Ability to effectively sell financial services and products.
• Experience working with data visualization tools and technology to guide customers through their experience.
• Exceptional client relationship management skills.
• Led or participated in the structuring of services related to investment management, financial planning, and tax optimization.
• 7+ years of customer-facing investment and financial profiling, planning, and sales experience.
• Ability to learn and comprehend sophisticated financial planning concepts.