Wealth Management Expert Birmingham

1 week ago


Birmingham, Alabama, United States BMSS Wesson Full time
Job Overview

BMSS Wesson Wealth Solutions is seeking a skilled Wealth Advisor to join our team in Birmingham. As a senior-level team member, you will be responsible for client relationships, leadership in team collaboration, and managing the full scope of each client's financial planning.

The ideal candidate will have 5-7 years of experience in financial advisory roles, including experience managing high-net-worth clients. They will possess strengths in mentoring and leadership, as well as demonstrated success in developing and implementing complex financial strategies.

The Wealth Advisor will serve existing BWWS clients and contribute to business development in expanding the firm's client base. They will be responsible for quarterbacking client meetings and related preparation, managing the processes of financial planning and investment policy setting, and overseeing the delivery of advice and recommendations.

The successful candidate will have a Bachelor's degree and hold relevant certifications such as CFP or Series 65. They will be proficient in core technology and have excellent communication and client management skills.

Key Responsibilities:

  • Serve assigned existing clients as the primary relationship manager.
  • Build client base through networking and referrals from the BMSS CPA firm and the marketplace.
  • Quarterback client meetings and related preparation, manage the processes of financial planning and investment policy setting, develop solutions for client fact sets and problems, and oversee the delivery of advice and recommendations.
  • Proactively maintain strong client relationships and provide proactive financial guidance.
  • Promote ethical behavior within the team, handle complex situations with fairness, and address unethical behavior.

Requirements:

  • 5-7 years of experience in financial advisory roles, including experience managing high-net-worth clients.
  • Experience and expertise in delivering wealth management solutions to high-net-worth clients.
  • Strengths in mentoring and leadership.
  • Demonstrated success in developing and implementing complex financial strategies.

Preferred Qualifications:

  • CFP certification preferred.
  • Series 65.

What We Offer:

  • Opportunity to work with a reputable and established firm in the financial services industry.
  • Competitive compensation package.
  • Professional development opportunities.


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