5+ years' experience in financial planning, accounting, or legal.
Series 65, CFP or CFA required
Wealth management experience with fee-based consulting and financial planning.
Experience with high net worth or ultra-high net worth clients.
Responsibilities
Collaborate with the wealth advisor team to provide personalized wealth management advice.
Prepare customized financial plans by researching and analyzing client solutions.
Build and maintain client relationships to address their financial needs.
Work efficiently with your team to fulfill client requests and update information.
Participate in client acquisition through strategic partnerships and community networking.
Engage in ongoing education and mentorship for new team members.
Benefits
Focus on professional and personal growth opportunities.
Supportive and nurturing work environment promoting diversity.
Emphasis on community involvement and giving back.
Innovative workplace culture that values teamwork and camaraderie.
Flexible work arrangements available, including hybrid options.
Full Job Description
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.
