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Senior Wealth Advisor

4 months ago

Hauppauge, United States Miracle Mile Advisors Full time

A Unique Opportunity at Miracle Mile Advisors – an award-winning independent RIA with an amazing culture and national footprint.


Miracle Mile Advisors is an independent, nationally-ranked investment advisory firm with teams in Los Angeles, San Francisco, Seattle, New York, Portland, Chicago, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards and we are featured in Forbes, Barron’s, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.


We are currently looking for a Senior Wealth Advisor to join our established team in the Long Island area. Successful candidates for this position will have a demonstrated track record of educational and professional achievement, and strong people skills.


Job Responsibilities

  • Serve as Primary Advisor to maintain and support a substantial population of inherited, existing client relationships spanning investment analysis, financial planning, tax concerns, charitable and estate planning, and ancillary services
  • Serve as Secondary Advisor to an established Primary Advisor to deliver comprehensive wealth management services to longstanding clients while also building a deep relationship that would allow for future transition of Primary Advisor responsibilities
  • Partner with an established Primary Advisor to both nurture existing and develop new COI relationships
  • Identify and document each client’s unique goals and objectives
  • Evaluate, implement, and manage investment solutions to meet client goals and objectives
  • Prepare and deliver appropriate financial planning for each client
  • Coordinate with other Miracle Mile resources and clients outside advisors, including accountants and attorneys, to facilitate a client’s holistic wealth plan
  • Conduct quarterly client meetings to review and present investment results, evaluate new opportunities, and adjust client objectives
  • Manage existing referral relationships to source new clients
  • Partner with business development officers to close and on-board new clients


Education/Experience

  • Bachelor's degree or higher
  • CFP designation
  • Minimum 8+ years in a financial advisory role with demonstrated ability to retain and manage client relationships
  • Direct interaction with sophisticated, high-net-worth households having >$5MM in assets


Competencies

  • Ability to function in both a Primary Advisor role and a Secondary Advisor role, supporting a Senior Primary Advisor
  • Financial planning/wealth management acumen, judgement, and experience
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
  • Proficiency in financial planning software, ideally eMoney
  • Proficiency in investment/relationship management software, ideally Black Diamond and Salesforce
  • Background with insurance preferred but not required
  • Excellent communication, listening, and relationship building skills
  • Proactive self-motivated approach


Why Work at Miracle Mile Advisors?

  • We are an advisor built firm with incredibly talented people, an authentic culture, and a fast growing business.
  • We built our firm to put our client’s best interest first and always. Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth and ultra-high-net-worth clients, businesses, and institutions.
  • Additionally, Miracle Mile provides the following benefits:
  • Competitive compensation structure
  • 401(k) Plan
  • Employer health savings account
  • Medical & vision insurance