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Wealth Advisor

1 month ago

Cincinnati, United States Provision People Full time
Job DescriptionJob Description

Summary:

Our established client is seeking a Wealth Advisor to join their firm. Our award winning client has a track record of success and growth with the opportunity to work closely with the Firm's executive leadership.

The Firm has a diverse, open architecture investment offering including traditional investment strategies and vehicles as well as hard to source, alternative and private investment opportunities. Extensive support and infrastructure provided via established head office team.

This is a great opportunity to work at a well established and growing company in a high-visibility role.

Responsibilities:

  • Focus on developing and growing comprehensive high touch HNW relationships
  • Provide strategic advice across a variety of financial products and services
  • Assess client's overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Cultivate client base and build win-win relationships
  • Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc.
  • Keep abreast of new industry's trends and research market to back up financial consulting
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations
  • Liaise with providers, solicitors, valuers and other professionals

Required Skills and Experience:

  • Wealth Advisor, or Financial Advisor experience
  • Must have extensive experience working with high-net worth (HNW) clients
  • Must have an established track record of developing new business / new clients, and ideally a portable book of business and assets under management (AUM) that can be brought to a new organization