Wealth Advisor
2 weeks ago
The
Wealth Advisor
role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The
Wealth Advisor
role has responsibility for managing existing client relationships, formulating, and implementing advice, and will begin to develop new client relationships.
Our style fosters honest, down-to-earth, long-term relationships that incite open dialogue and deliver innovative ideas and services to our clients. Our partner firm is large enough to provide you with professional challenges and long-term personal development opportunities. Yet small enough that you don’t get lost in a sea of people, politics, and processes.
DUTIES & RESPONSIBILITIES:
Prepare client financial plans and present them to client families, team members, and partners
Lead client complex client relationships including regular client contact and communications with external client partners
Manage client services, including financial planning processes, investment implementation strategies, planning updates, portfolio changes and reviews, and new opportunity identification
Prepare and present financial scenarios
Initiate and proactively drive the financial planning process
Prepare and navigate financial planning software before and during client meetings
QUALIFICATIONS:
Required:
Bachelor’s Degree in Finance, Financial Planning, Accounting, or related degree
6+ years of related experience
CFP® Certification
Familiarity with financial planning software
Sound understanding of capital markets, mutual funds, and financial planning
Strong interpersonal skills, a team-based attitude, and a desire to collaborate
Preferred:
FINRA Series 65
CFA or CPA Certifications
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