Wealth Management Professional
4 weeks ago
Job Title: Wealth Management Professional
Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Management Professional to assist us in our mission of helping clients achieve their financial goals. This is a unique opportunity to play a key role in the future success of our fast-growing organization.
Job Summary:
The Wealth Management Professional plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth advisor and share our vision, then we would love to hear from you.
Responsibilities:
- Develops new client relationships.
- Sources prospective client opportunities by capitalizing on networking and referrals.
- Follows up on firm-generated leads.
- Guides prospective clients through the sales process.
- Services and delivers financial planning to client base.
- Assists in research.
- Assists in developing client presentations.
- Services client needs and requirements as determined through client interaction. Proactively communicates with clients.
- Promotes the firm's wealth enhancement and planning services.
- Promotes established investment models and strategies that are suitable for our targeted clients.
- Adheres to all company and industry supervisory guidelines and policies.
- Participates in required meetings, training, and continuing education requirements.
- Assists the Firm's Principal Wealth Advisor as requested.
- Performs other duties as assigned.
Requirements:
- Sales experience.
- At least three to five years of financial planning and/or investment advisory experience, especially working with high-net-worth clients.
- Active Series 7 and 63 licenses.
- Active Series 65 or 66.
- Life, Health, and LTC Licenses.
- Clean U-4 and U-5 history.
- Certified Financial Planner (CFP) (preferred but not necessary).
Preferred Qualifications:
- Excellent verbal, written, presentation, and interpersonal communication skills.
- Excellent relationship management skills.
- Superior business development skills.
- Excellent attitude and an extraordinary client service orientation.
- A genuine interest in serving and caring for clients.
- Excellent organizational and time management skills.
- A burning desire to succeed.
- Proficiency with Microsoft Office Suite/Emoney/Morningstar.
- Bachelor's degree or higher strongly preferred.
About Us:
Nichols Wealth Partners offers a great working environment in a beautiful and professional office location. This is a unique opportunity to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients' lives.
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