Wealth Advisor

Summary: 

Our award-winning client is seeking a Wealth Advisor to join their team.Our client is an award-winning investment advisory firm with a strong history of success, seeks a highly motivated and results-oriented Wealth Advisor to join our growing team. We offer a collaborative and supportive environment, a diverse investment platform, and the opportunity to work closely with executive leadership. This is an excellent opportunity for experienced professionals with a proven track record of success to build long-term client relationships and contribute significantly to the firm’s growth.

Responsibilities: 

Client Relationship Management:

• Develop and maintain strong, long-term relationships with high-net-worth clients.
• Provide comprehensive financial planning advice, including investment strategies, risk management, estate planning, and tax considerations.
• Conduct in-depth financial needs assessments to understand client goals and objectives.
• Develop and implement personalized financial plans tailored to individual client circumstances.
• Proactively engage with clients to review and update financial plans as needed.

Business Development:

• Cultivate and expand existing client relationships.
• Actively seek and develop new client relationships through networking, referrals, and other business development activities.
• Leverage existing client relationships to generate new business opportunities.

Investment Management:

• Guide clients through investment decisions, ensuring alignment with their risk tolerance and financial goals.
• Monitor client portfolios and make necessary adjustments based on market conditions and client objectives.
• Stay informed on market trends and investment opportunities.

Compliance:

• Adhere to all applicable industry regulations and compliance standards.
• Maintain accurate and up-to-date client records.

Required Qualifications: 

• Bachelor’s degree in Finance, Economics, or a related field.
• Minimum 3–7years of experience as a Wealth Advisor or Financial Advisor.
• Proven track record of success in building and managing client relationships.
• Extensive experience working with high-net-worth individuals and families.
• Strong understanding of investment principles, financial planning concepts, and market dynamics.
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving skills.
• Series 7 and 66 licenses required.
• CFP® designation preferred.

Benefits:

• Competitive compensation package.
• Comprehensive benefits package (health, dental, vision, etc.).
• Opportunity for professional development and growth.
• Collaborative and supportive work environment.