Join Homestead Advisers
We are a dedicated investment services firm and mutual fund manager with roots in rural America, originally formed over 35 years ago to invest on behalf of community electric cooperatives and their members. Consider joining our team of experienced professionals, passionate about the work they do on behalf of our shareholders.
Position Description
Senior Financial Advisor
Homestead Advisers is seeking a Senior Financial Advisor. The position is responsible for retaining existing HomesteadFunds shareholders and attracting new ones through virtual and in-person presentations. This role involves conducting investment portfolio reviews, recommending asset allocation strategies and supporting Homestead’s reputation in the cooperative community.
This is a hybrid/remote position. Salary Range: $126,000 – $157,000 with an incentive opportunity. Final compensation is determined by individual qualifications, experience, and internal equity.
Key Responsibilities:
- Execute relationship management strategies for client retention
- Provide financial guidance and asset allocation services
- Conduct portfolio reviews and recommend customized strategies
- Promote Homestead Funds and deliver presentations at various events
- Primarily communicate with shareholders through outbound and inbound calls
- Utilize Client Relationship Management (CRM) for tracking and measuring retention success
Required Qualifications and Skills:
- Bachelor’s degree in a business-related field required, CFP preferred
- 6 or more years of experience in the mutual fund/investment industry
- 4+ years in a senior client-facing role
- FINRA Series 6, 63, and 65 licenses required (Series 6 and 63 must be obtained within 2 months and Series 65 within 4 months of hire)
- Excellent interpersonal, communication, and strong presentation skills
- Client-focused, with an emphasis on relationship building
- Ability to work independently and collaboratively