Wealth Advisor

1 month ago

indianapolis, United States Oxford Financial Group, Ltd. Full time

Oxford Financial Group, Ltd. is hiring a Wealth Advisor that may be located in one of the following office locations: Indianapolis, Grand Rapids, Chicago or Cincinnati.


Position Summary:

The Wealth Advisor serves as the lead advisor to existing individual clients as well as to G2/G3 of UHNW multi-generational families.


Duties & Responsibilities:


Relationship Management

  • Participate in face to face as well as virtual client meetings, providing clients with information/education about the purpose and details of their unique financial plan
  • Work directly alongside Managing Director to discuss, strategize, and deliver timely and comprehensive wealth planning advice to current and prospective clients
  • Maintain, deepen, and expand relationships with existing clients through ongoing communication and interaction
  • Delegate tasks to appropriate internal team members to ensure seamless execution of client’s wealth plan
  • Have ability to focus on continuing education including internal meetings and external events/seminars
  • Troubleshoots client issues and directs effort to conclusion
  • Responsible for overseeing the Client Meeting Preparation
  • Assists in prepares meeting preparation guides, agendas, IPS workflows and reviews meeting files prior to scheduled meetings
  • Oversees all delegation and client follow-up letters
  • Coordinates and reviews all internal delegations for accuracy and completeness
  • Reviews recommendations and implementation strategies developed by technical teams with the Managing Director
  • Monitors and helps enhance client profitability

Administrative

  • Completes TimeTracker entries timely and accurately
  • Reads, handles and responds to email and voicemail messages
  • Attends team and firm meetings including round table discussions
  • Stays current with technical developments
  • Participates in formal education/training to enhance areas of expertise, technical skills and leadership/management skills
  • Strives to increase technical skills through personal research/reading
  • Completes special projects as assigned


Qualifications:

  • College degree in a related field with five to seven years relevant work experience
  • CFP or Series 65 required
  • Computer proficiency in Microsoft Outlook, Word and Excel
  • Must have strong analytical skills; the ability to interpret/analyze data and accurate attention to detail
  • Must have industry expertise and high level of knowledge in personal financial planning concepts
  • Must have the ability to read and understand legal documents
  • Must have a professional demeanor with the utmost respect for confidential matters
  • Must have excellent written and verbal communication skills with strong interpersonal skills
  • Must be able to work independently and in a team environment
  • Must have strong work ethic with a positive attitude
  • Must be detail oriented with excellent organizational skills
  • Must have ability to multi-task in a fast-paced environment


Working Conditions:

  • Limited travel as business needs necessitates
  • Extended periods of sitting, utilizing a computer

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