Wealth Management Advisor
1 day ago
SWBC is seeking a highly motivated and results-driven Wealth Advisor to join our team. As a Wealth Advisor, you will work closely with affluent and high net worth clients to identify their financial goals and develop personalized wealth management plans that align with their objectives.
Key Responsibilities:- Conduct comprehensive financial assessments to understand clients' goals, risk tolerance, and financial situation.
- Develop and execute marketing strategies to identify and attract potential clients.
- Create customized wealth management plans that align with clients' short-term and long-term goals.
- Evaluate investment options, retirement planning, risk management, tax strategies, and estate planning to optimize wealth growth and provide recommendations that align with client goals.
- Provide guidance on risk mitigation strategies, including insurance coverage and asset allocation.
- Help clients plan for retirement by determining savings goals and retirement income sources.
- Recommend well-crafted estate plans, including wills, trusts, and beneficiary designations.
- Educate clients on financial concepts, investment strategies, and market trends.
- Build strong, long-lasting relationships with clients by providing exceptional service.
- Ensure compliance with industry regulations and internal policies.
- Bachelor's Degree in Business, Finance, Marketing, or related field.
- Securities licenses 7, 63, and Group I Life and Health Insurance Licenses.
- Minimum of three (3) years as a financial advisor or related experience in a sales, advice, or investment role where goals were met or exceeded.
- CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant (ChFC), or similar designations.
- Comprehensive understanding of the needs and goals of high-net-worth families and institutions.
- Existing book of business cultivated through personal development efforts preferred.
- Well-developed or developing centers of influence network preferred.
- Extensive knowledge of the local market and community preferred.
- Competitive overall compensation package.
- Work/Life balance.
- Employee engagement activities and recognition awards.
- Years of Service awards.
- Career enhancement and growth opportunities.
- Leadership Academy and Mentor Program.
- Continuing education and career certifications.
- Variety of healthcare coverage options.
- Traditional and Roth 401(k) retirement plans.
- Lucrative Wellness Program.
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