Employment - McKay Wealth Management

Job Description:
- This position is heavily Financial Planning oriented with a focus on enrolling businesses and their employees into our Corporate Sponsored Employee Financial Wellness Program.
- As an Investment Advisor Representative, your role would be 10% managing existing client relationships, 10% firm management/strategy and 80% acquiring and onboarding new client relationships.

Required Skills:
- Proficiency and fluency in use of MoneyGuidePro software for Financial Planning.
- Relationship building skills:
  - Active Listening: You must be able to listen to and understand your client’s financial goals.
  - Critical Thinking: To figure out how to help your clients meet their goals, you need to evaluate all the data available.
  - Reading Comprehension: It is necessary to understand documents that describe various financial instruments and situations.
  - Verbal Communications: You must be able to clearly explain the financial services you can provide to potential clients.
  - Service Orientation: A desire to help people plan for their future.
- Excellent time management skills.
  - Well organized with the ability to manage time effectively while managing multiple priorities.
- Ability to positively influence people.
- Must possess a commitment to professionalism, honesty and a strong work ethic.
- Has demonstrated the ability to ask for the appointment, qualify for the opportunity and close business within 2 to 3 calls.
- Strong knowledge of investment products and services as well as the regulations associated with these products and services.
- Strong, motivated worker who thrives both in a team and independently.
- Proficient computer skills and strong ability to adopt new computer technologies to enhance efficiency.

Benefits of working at McKay Wealth Management Group:
- Participation in the firm’s SEP retirement plan
- Health Reimbursement Account
- Multiple co-working office locations
- Flexible work schedule
- Creative Marketing and Lead Development strategy
- Dynamic and exciting work environment
- Not Boring

Who we are:
- A unique and exciting wealth management firm focused on managing the finances of successful young professionals in the Richmond, VA region.
- Distinctly different from the large wire houses and traditional regional brokerage firms that dominate the Richmond, VA wealth management scene.
- Quirky, fun, and looking for other likeminded creative people who want to make meaningful impacts in our clients’ lives. Our goal is to change how people view our industry.

Who we’re looking for:
- A partner who understands and believes in what we are working to build at MWMG.
- Someone to be an important part of our small yet highly productive and skilled team. You will not be 1 of 100+ other advisors like in a traditional brokerage firm.
- Someone who wants to grow and get better at what they do every day. Our job is to make sure you have the path and tools to succeed.
- Someone ready on day one to take on the myriad of challenges and tasks that come with being a part of an innovative and entrepreneurial wealth management firm.