Wealth Management Advisor

2 months ago

boca raton, United States Nichols Wealth Partners Full time

Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. Investment News just awarded our parent company, Destiny Wealth Partners, the 2024 RIA Team of The Year and this is your chance to play a key role in the future success of our fast-growing organization 

 

The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth advisor and share our vision, then we would love to hear from you. 

 

Description

The Wealth Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. With financial planning responsibility for the firm’s clients, the Wealth Advisor has the opportunity to build an excellent business under the leadership and reputation of Nichols Wealth Partners.


Responsibilities & Activities

·      Develops new client relationships.

·      Sources prospective client opportunities by capitalizing on networking and referrals.

·      Follows up on firm-generated leads.

·      Guides prospective clients through sales process

·      Services and delivers financial planning to client base. 

·      Assists in research.

·      Assists in developing client presentations.

·      Services client needs and requirements as determined through client interaction. Proactively communicates with clients.

·      Promotes the firm’s wealth enhancement and planning services. 

·      Promotes established investment models and strategies that are suitable for our targeted clients. 

·      Adheres to all company and industry supervisory guidelines and policies.

·      Participates in required meetings, training, and continuing education requirements. 

·      Assists the Firm’s Principal Wealth Advisor as requested.

·      Performs other duties as assigned.


Industry Experience Requirements

·      Sales experience

·      At least three to five years of financial planning and/or investment advisory experience, especially working with high-net-worth clients.  

·      Active Series 7 and 63 licenses.

·      Active Series 65 or 66.

·      Life, Health, and LTC Licenses.

·      Clean U-4 and U-5 history.

·      Certified Financial Planner (CFP) (preferred but not necessary)


Knowledge, Skills, & Abilities:

·      Requires:

·      Excellent verbal, written, presentation, and interpersonal communication skills.

·      Excellent relationship management skills.

·      Superior business development skills.

·      Excellent attitude and an extraordinary client service orientation.

·      A genuine interest in serving and caring for clients.

·      Excellent organizational and time management skills.

·      A burning desire to succeed.

·      Proficiency with Microsoft Office Suite/Emoney/Morningstar

·      Bachelor's degree or higher strongly preferred.


We also offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients’ lives. 

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