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Wealth Advisor
2 months ago
Job Description
Overview
The Wealth Advisor will be the principal point of contact with clients and handles maintaining the ongoing relationships. This individual will have a broad understanding of wealth management practices and investment strategies with the ideal candidate having proven financial planning experience.
Responsibilities
Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements
Work with the Investment team to identify and implement an appropriate investment strategy for each client based on their goals, objectives, and risk tolerance.
Work with clients to develop individual investment objectives
Monitor investment performance versus benchmarks and develops insights for clients regarding key contributors and detractors
Monitor client accounts on a quarterly basis relative to policy and goals
Reviews portfolio issues (i.e., taxes, liquidity events, etc.) quarterly
Manage investment transition for new clients
Communicate and collaborates with the Investment Team regarding investment strategy and client portfolio structure
Provide recommendations to individuals and families enabling them to fulfill their financial goals
Identify insurance needs for clients and assess proper solutions
Work with investment team as needed for client proposals, assessing risk tolerance, and identifying appropriate investment strategies
A firm resource to develop financial plans as needed
Develop a knowledge of the client's entire financial and family situation and be able to structure investment and financial plans
Ability to discuss estate planning and work with internal and external resources to meet the estate planning goals of the client
Direct consultation with attorneys and accountants on financial, tax, and estate planning
Client meeting planning, facilitation, and presentation
May be assigned to larger and more complex books of business
Compliance with all industry rules and regulations and firm policies
Other duties as assigned
Requirements
Qualifications
Bachelor's degree from an accredited college or university
Minimum 5 years relevant experience within financial services, wealth management preferred
Strong organization and communication skills
CFP required
Competence with industry software to include CRM, Portfolio Management system, MS Office, custodial platform
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