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Financial Wealth Consultant

2 months ago

Kansas City, Missouri, United States BUCKINGHAM STRATEGIC WEALTH LLC Full time
Position Overview

The Wealth Advisor is dedicated to serving clients with integrity and prioritizing their needs with a sense of urgency. This role involves a comprehensive planning approach to help clients achieve their financial aspirations. By actively listening and understanding each client's unique circumstances and goals, the Wealth Advisor will lead a team while exemplifying excellence in financial planning expertise, skill development, and teamwork.

Key Responsibilities

Leadership

  • Collaborate with the Advisory Leadership team to establish, implement, and refine the advisory team's strategic business plan.
  • Adopt both tactical and strategic perspectives for team growth and development.
  • Ensure an exceptional client experience by working closely with team members to deliver top-tier service.
  • Provide constructive feedback and growth opportunities for Associate Wealth Advisors.
  • Take responsibility for resolving client issues that may arise.
  • Lead by example, actively participating in firm initiatives and upholding the firm's core values.

Client Engagement

  • Demonstrate proficiency in all aspects of financial planning and implementation for clients.
  • Master Buckingham's evidence-based investment philosophy.
  • Utilize Buckingham's Design | Build | Protect framework effectively.
  • Conduct thorough Client Discovery and Wealth Planning discussions.
  • Identify advanced planning opportunities and establish internal best practices.
  • Create, modify, and present financial plans using Money Guide Elite, Orion, Holistiplan, or other financial modeling tools.
  • Develop personalized Investment Policy Statements and comprehensive investment strategies for each client.
  • Collaborate with the Portfolio Management team to approve and execute investment portfolios, trade recommendations, and tax strategies.
  • Maintain diligent records of client communications and information within the client relationship management system.
  • Assist with client billing reviews to ensure timely fee collection.
  • Utilize Salesforce and other CRM software to document client interactions and manage follow-ups.
  • Meet clients in person as needed, with some travel requirements.

Business Development

  • Consistently achieve and surpass revenue and growth targets.
  • Establish multiple Centers of Influence as active sources for client referrals.
  • Demonstrate the ability to independently generate new business as well as collaborate within a team environment.
  • Manage both individual and team prospect pipelines, including onboarding new clients.

Qualifications

  • Bachelor's Degree.
  • Professional certification such as CFP, CFA, or CPA/PFS.
  • 7+ years of direct client-facing experience in financial services.
  • Proven track record in business development.
  • Expertise in investment strategies, risk management, tax planning, and estate planning.
  • Demonstrated experience in financial analysis, modeling, and strategic planning.
  • Strong interpersonal communication skills, capable of explaining complex financial concepts clearly.
  • Team-oriented mindset.
  • In-depth knowledge of the financial services industry, financial products, and planning concepts.
  • Clean U4 record.

Compensation and Benefits

This position offers a competitive salary with opportunities for annual bonuses and long-term incentives, along with a comprehensive benefits package. Buckingham covers up to 100% of medical and dental insurance premiums, as well as life, long-term disability, and accidental death insurance. Additional benefits include maternity and paternity leave, flexible Paid Time Off, a 401(k) plan, tuition reimbursement, and matching gifts.

About Buckingham Wealth Partners

Founded in 1994, Buckingham Wealth Partners encompasses Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we provide comprehensive, values-based financial planning and an evidence-based investment approach through Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence. For advisors, Buckingham Strategic Partners offers a wealth management platform designed to support and enhance advisory practices, allowing advisors to focus on helping clients achieve their financial goals.

Buckingham Wealth Partners is an Equal Opportunity Employer, committed to diversity, equity, and inclusion among our associates, which we believe is essential to our core values and overall success.

Awards & Recognition

  • Top Workplace in St. Louis, St. Louis Post Dispatch.
  • Top RIA Firms, Barron's.
  • Top RIA Firms, Forbes.
  • Top 25 RIA, Financial Advisor Magazine.
  • Top 50 Fastest-Growing Firms, Financial Advisor Magazine.
  • Top Registered Investment Advisers, Financial Times.
  • Top Grower in Missouri, Citywire RIA.
  • No. 6 on RIA Channel's Top 100 Wealth Managers List.