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Wealth Advisor

2 months ago

Portsmouth, United States CNI Consulting Inc. Full time

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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