Wealth Management Advisor
2 weeks ago
Job Description: Wealth Management Advisor
We are seeking a Registered Investment Advisor to deliver comprehensive wealth management and investment solutions tailored to our diverse clientele.
Your role will involve evaluating financial aspirations, providing expert advice, and recommending investment products that align with clients' risk tolerance and financial goals.
Additionally, the advisor may support general office functions.Key Responsibilities:
- Engage with both new and existing clients to oversee and manage their investment portfolios.
- Conduct thorough reviews and assessments of investment portfolios, including variable, fixed, and indexed annuities, as well as insurance products, to make appropriate recommendations.
- Execute trading and rebalancing of client portfolios as necessary.
- Develop and maintain investment portfolio models, updating them as required.
- Communicate effectively with clients, offering account management, technical assistance, and solutions to issues.
- Prepare detailed reports and materials for client and prospective meetings utilizing advanced investment software.
- Facilitate the execution of securities transactions.
Acquire and maintain a comprehensive understanding of regulations governing securities, investments, investment products, and financial planning.
Conduct research and analysis in a meticulous, consistent, and timely manner, ensuring the accuracy and quality of all work.
- Prepare correspondence, spreadsheets, and presentation materials for client interactions.- Organize client meetings for lead advisors, anticipating their needs in advance.
- Participate in training sessions and demonstrate the ability to identify current trends that benefit team members and the organization.
Desired Skills and Experience:
- Bachelor's degree in Business, Finance, or a related discipline.
- A minimum of 5 years of experience in a comparable role.
Education:
- Bachelor's degree (Preferred)
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