Senior Wealth Advisor

1 week ago

Minneapolis, United States Kestra Holdings Full time

Vector Wealth Management, a BlueSpring Partner, was founded in 1993. We are a nationally Registered Investment Advisory firm in Minneapolis, MN managing over a billion dollars in assets. We are passionate about providing exceptional service to high-net-worth clients through comprehensive and objective financial wealth management. We are looking to grow our well-established RIA firm and want a team player who is excited to be a part of a collaborative team.

We are seeking a Senior Wealth Advisor who will be a highly motivated and achievement-driven individual wanting the opportunity to grow new client relationships. As the Senior Wealth Advisor, you will be responsible for collaborating with our Business Development Officer and other Advisors on specific growth initiatives. In this role, you will focus on prospecting leads into clients, working closely to develop relationships with our custodians, accountants, estate attorneys and other centers of influence.

The Senior Wealth Advisor will generate and provide significant activity in the early and intermediate stages of the prospect process with a focus on closing new business along with servicing the relationship. An ideal candidate will already have an established client base.

ESSENTIAL DUTIES AND RESPONSIBILITIES

To perform this role successfully, the individual must be able to perform each essential duty:

  • Actively build and manage a pipeline of centers of influence (COIs) to generate referrals.
  • Develop new client relationships through referrals of existing clients and other referral sources.
  • Develop leads for new client base and referrals through outreach, marketing, and community involvement.
  • Grow existing relationships by growing assets under management, identifying opportunities for more services, and identifying referral chances.
  • Warm-call qualified leads to follow up on interest, invite to events, or pass to Wealth Advisors.
  • Qualify leads and set appointments.
  • For interested qualified leads, cultivate relationships, and set up face-to-face/Zoom meetings.
  • Nurture leads - reach out to prospects periodically, as part of ongoing lead nurturing campaigns; provide them with information that they value.
  • Serve as Senior Wealth Advisor to your clients seeking financial advice or planning needs.
  • Apply industry knowledge to provide recommendations as a fiduciary.
  • Document contact history in CRM records.
  • Other duties as assigned.
KNOWLEDGE, SKILLS AND/OR ABILITIES

To perform this job successfully, the individual should have the following skills and abilities.
  • Growth oriented professional with 5+ years' experience, ideally in the financial services industry.
  • Excellent oral communication skills with charismatic, resilient, persuasive positive demeanor.
  • Strong work ethic, ability to achieve personal goals.
  • "Hunter" mentality - relentless, able to not let rejection slow you down.
  • Skilled at problem solving and prioritization.
  • Team player - ready and able to collaborate with others to get the job done.
  • Knowledgeable on investment and financial planning strategies for high-net-worth clients.
SUPERVISORY RESPONSBILITIES: None.

EDUCATION AND/OR EXPERIENCE
  • Bachelor's degree from accredited four-year university. Degree in financial planning, business, finance, economics, or a related field beneficial.
  • 3+ years' business development experience.
  • 5+ years' financial planning experience.
CERTIFICATIONS, LICENSES, REGISTRATIONS: CFP® preferred

OTHER DUTIES

Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
  • You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

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