Financial Advisor

                                                   Financial Advisor Position

Mallard Financial Partners Inc, a fee-only financial planning and investment management firm located in Newark, DE. We have been serving the local community for 25 years. We are seeking a Financial Advisor to join our team. The individual selected for this position will be responsible for the client financial planning relationship, will need to be passionate about the fee-only fiduciary approach to financial planning, and have the desire to cultivate life-long relationships with clients. The position offers great growth potential as senior leadership is looking for Next Gen advisors who seek to become firm owners.

Responsibilities Include, but not limited to:

• Lead prospect and on-going client meetings

• Provide fiduciary advice to our clients that reflect our mission statement

• Communicate with client base through phone calls, emails and meetings

• Build and maintain relationship with clients

• Maintain continuing education requirements of a CFP®

• Adhere to company and industry compliance policies

• Delegate appropriate tasks to supporting team members

• Develop new services within the financial planning process to meet new and changing needs

• Contribute to growth of firm

Qualifications:

• Align with our core values and mission statement

• CFP® certification

• Bachelor’s degree from accredited institution

• 3-5 years of client-facing experience

• Strong attention to detail

• Knowledge of Word and Excel

• Strong written and verbal communication skills

• Must interact effectively with office staff and be a goal-oriented team player

• Experience with Redtail CRM, MoneyGuidePro, Morningstar Office and TD Ameritrade custodial

platform is a plus

Benefits:

• Casual office environment

• Opportunity for advancement

• Paid holidays, sick days, and personal days

• SIMPLE IRA and health insurance

Core Values:

• Client Focus – We put our clients’ needs first, always.

• Integrity – We build trust through honesty and transparency.

• Innovation – We encourage creating simple solutions to complex problems.

• Initiative – We strive for growth through continued training and development.

• Partnership – We collaborate with coworkers, clients, and community. (Your needs are our needs).

Mission Statement:

We deliver meaningful, accessible, and trustworthy financial advice because no one should have to struggle alone with financial concerns. That’s why we work hard every day to bring personal financial solutions to people in all walks of life, while following the highest standards of ethical behavior.

To apply for this position please submit information to Susan Lehnerd at susan@mallardfinancial.com.