As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities- Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
- Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
- Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
- Effectively work with your team and available resources in support of our clients, executing client requests and updating information
- Active participant in obtaining new clients in partnership with strategic relationships and community networks
- Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates
Qualifications- Bachelor's degree required
- 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
- Series 65, CFP or CFA required
Skills & Knowledge- Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
- Previous experience with high net worth or ultra-high net worth clients
- Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
- Highly effective interpersonal, relationship management and communication skills
- Demonstrated talent development experience, training new staff, mentoring interns, etc.
- Excellent organizational and time management skills in a high energy environment to manage multiple priorities
- Strong attention to detail
Note: All Wealth Advisors must have a clean U4 with no disclosures.
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