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Senior Wealth Advisor

2 months ago

Phoenix, United States REDW Full time

REDW LLC, one of the Southwest's largest and fastest growing certified public accounting and business advisory firms, with offices in New Mexico, Arizona, Oregon, and Oklahoma, is excited to have been awarded Top Workplace 2023, 2022 and 2021 honors for both the state of Arizona and the state of New Mexico.

AZCentral and The Albuquerque Journal also recognized REDW with special Cultural Excellence awards in Compensation, Remote Work, and Formal Training categories.

The Senior Wealth Advisor involves cultivating and managing relationships with high-net-worth clients, offering tailored financial planning and investment advice. Key responsibilities include acquiring new clients, maintaining effective communication, and overseeing client interactions to ensure an exceptional experience. As the primary point of contact, the Senior Wealth Advisor must possess a profound understanding of financial planning concepts and collaborate seamlessly with clients' other professional advisors.

ESSENTIAL FUNCTIONS

  • Establish and maintain new client relationships.
  • Establish priorities/goals and meet timelines/deadlines for new client acquisition.
  • Develop existing client relationships with excellent verbal and written communication.
  • Present client reports and organize/run client meetings.
  • Participate as active member of Investment Committee.
  • Work with other team members to delivery exceptional client service.
  • Assist in financial planning process and implement recommendations with other advisors.
  • Rebalance portfolios, create recommendations, and implement strategy.
  • Ensure that client portfolios are managed according to the asset allocation as agreed upon by the client and Relationship Manager and as documented in the Investment Policy Statement (IPS).
  • Maintain basic knowledge of significant software applications (Orion, Redtail, and Microsoft Office).
  • Develop new processes and procedures when necessary to meet expected and required client service levels and client requests.
  • Stay current with changes in regulatory rules and regulations and industry practices.
  • Assists in the strategic development of the department.
  • Maintain confidentiality of sensitive client and department information and issues at all times.
KNOWLEDGE AND SKILLS
  • Significant experience with managing complex, individual and corporate client relationships.
  • Excellent problem solving and critical thinking skills and the strong ability to multi-task.
  • Experience in acquiring and servicing wealth management clients.
  • Strong presentation and/or public speaking skills and written communication skills.
  • Proven team member management and interpersonal skills.
  • Positive, self-starter attitude and desire to exceed expectations at every opportunity.
  • Strong attention to detail, highly organized and focused on work quality.
  • Knowledge of operations for wealth management firm/Registered Investment Advisor (RIA).
  • Strong aptitude to learn, implement and use new software.
QUALIFICATIONS
  • Bachelor's degree
  • Financial accreditations: CPA, PFS, CFP®, or CFA®
  • 7+ years of relevant financial planning and investment experience
  • Impeccable reputation in the securities industry with excellent regulatory history


REDW is proud of our commitment to equal pay for equal work. Knowing our team members are multi-dimensional people, we take special consideration to value each candidate. The potential annualized pay range for this position is $103,257.50 to $154,886.26. We make compensation offers within the range based on a range of individual factors, including but not limited to location, skills, experience, training, licensure and certifications, business needs, and applicable employment laws. These factors may also be taken into consideration to offer above or below the range.

Sharing pay information upfront fosters an open, transparent dialogue around how we value candidates' unique strengths. We believe talented people from all backgrounds should feel welcomed, supported and empowered to create forward-thinking solutions for our clients.

BENEFITS HIGHLIGHTS

Competitive Benefits Package - Our competitive benefits package includes Medical, Dental, Vision, HSA, FSA, Disability Insurance, Life and AD&D Insurance, Supplemental coverage, and 401(k) with employer match.

Employee Wellness - We care about overall employee wellness, offering monthly reimbursements for expenses like gym memberships, training programs, health apps and more.

Time Off - On top of PTO and paid sick time, REDW observes ten (10) paid holidays each year and offers our team members two floating holidays chosen by your department.

Exclusive Perks - Our Access Perks program helps team members maximize budgets with exclusive perks for travel, shopping, and more, offering thousands of discounts with travel and entertainment providers.

Professional Development - We pride ourselves on our entrepreneurial spirit at REDW and so are big fans of learning and development. Our customized Learning Management System (LMS), Spiirall, offers development resources, training, education credits and more for professional and personal betterment.

Remote Worker Allowance - Along with providing essential technology needs, we help equip remote team members to succeed with an annual $150 work-from-home allowance for key gear in their home-offices.

Credentialing & Licensure - Credentialing support, licensing exam bonuses and longevity awards.

As an equal opportunity employer, REDW actively fosters a diverse and inclusive workplace. We encourage all qualified candidates to apply, as we believe that diversity of perspectives and backgrounds leads to further innovation and success. At REDW, we do not tolerate any discrimination based on race, color, religion, gender, sexual orientation, national origin, age, disability or other legally protected statuses.

REDW is committed to providing reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or to participate in our recruiting process, please send us an email at people-operations@redw.com.