Wealth Advisor

2 weeks ago

Westlake Village, United States SageView Advisory Group Full time

As one the nations premier retirement plan consulting and wealth management firms, SageView recognizes the importance of service, the power of collaboration and the value of promises kept. SageView is a team of collaborative professionals focused on advancing the financial lives of our clients, and weve become the destination of choice for financial professionals and advisory teams across the country. Just like you, we are in the business of exceeding client expectations.

If you are looking for a home where your work is appreciated, where clients come first and where you have a level of personalized support that allows you to thrive, youll find it and more at SageView

POSITION SUMMARY

Reporting to the Head of Wealth Management Advisory Services, the Wealth Advisor is responsible for growing a region, actively engaging with the institutional advisory team and clients, to expand client relationships and build new ones through active business development means. The successful candidate will also be responsible for understanding clients' financial goals, implementing financial plans, and seamlessly integrating financial planning, risk management, investment management, tax planning, and estate planning.

Essential Functions:

  • Partner with our SageView Institutional advisors and clients to expand relationships.
  • Develop and execute business development strategies to grow the client base of your region (E.g., participation in lead gen programs, COI networking, events, etc.).
  • Adhere to SageViews core processes and service model for delivering wealth management.
  • Maintain clear communication with clients regarding service expectations and deliverables.
  • Develop and manage relationships, ensuring a consistent and positive experience.
  • Grow your client base through client referrals, expanding client relationships.
  • Collaborate with internal support resources, including Operations, Investment Management, and other internal teams to deliver a positive client experience.
  • Develop and implement comprehensive financial plans customized to meet clients' needs and goals, covering financial, risk, tax, investment, and estate planning.
  • Understand clients financial objectives and craft portfolio strategies to help meet their goals in collaboration with SageViews investment management strategists.
  • Analyze clients' risk profiles and design risk management strategies to protect and preserve their wealth.
  • Act as a liaison with clients' accountants, attorneys, and other advisors to create a cohesive team for comprehensive wealth management, where appropriate.

SKILLS & ABILITIES

Education:

  • Bachelors degree in business, finance, accounting, economics, or equivalent experience.
  • Series 65 required and Certified Financial Planner required, or a willingness to complete upon onboarding in a timely manner.
  • Formal sales training in a financial service context, strongly desired.

Experience:

  • track record of achieving sales targets and acquiring new clients in wealth management or financial services industry.
  • ability to drive sales results in partnership with referral partners (E.g., custodial referral networks, internal distribution) by building trust and collaboration.
  • ability to identify client needs and provide solutions to support their goals.
  • Proven experience as a Wealth Advisor with a track record of success in client service and wealth management.
  • In-depth knowledge of financial planning, risk management, investment management, tax planning, and estate planning.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving skills.

Computer Skills:

  • Proficient in Microsoft Office (Outlook, Word, Teams, Zoom, Excel).
  • Experience with Practifi (Salesforce) or similar CRM preferred.
  • Familiarity with Custodian Platforms (e.g., Fidelity, Schwab) preferred

*This is a full-time position primarily working in person out of the Westlake Village, CA*

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