We are seeking a highly motivated Wealth Advisor to join our team and help deliver exceptional financial and investment planning services to our clients. In this senior, client-facing role, you will collaborate with other service team members to develop and execute client relationship plans - aiming to enrich their lives, earn their trust, build comprehensive financial plans, and deliver results. With a focus that is both tactical and strategic, this role emphasizes portfolio growth, client retention, and scalable client service across clients of all complexities, while enhancing the overall client experience. Responsibilities - Manage the day-to-day aspects of client engagements as a member of a team. - Identifying and recommending appropriate asset management, financial and estate planning advice to deliver a great client experience. - Proactively maintain client relationships through excellent client service. - Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to develop financial plans. - Assist or lead in the creation of asset management reports to be delivered to clients. The advisor may play a lead or support role in delivering these reports. - Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications. - Serve as a primary point of contact for client relationships. - Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner. - Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence - Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials. - Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed. - Complete client meeting notes and follow up tasks as required. - Coordinate the execution of trade orders with our investment operations team. - Develop a deeper technical expertise in general financial knowledge. - Identify additional planning or asset management opportunities in existing client relationships. Requirements - Bachelor's degree required in Economics, Finance or related field - CFP achieved and 5 years' experience required - If no CFP or industry designation, 7 years client facing advisory experience required with RIA firm - Technical knowledge of all aspects of comprehensive financial planning; including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management - Previous experience working with financial planning software and planning deliverables - Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce - Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements. Competencies - Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines - Excellent communication skills, both written and verbal - Ability to find creative solutions to problems, devise strategies, and propose solutions - Self-starter and able to perform job duties with little supervision - Customer service oriented, with the ability to work independently as well as collaborate with team members - Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues