Wealth Management Professional

4 weeks ago

Minneapolis, Minnesota, United States CX Institutional LLC Full time
Job Summary

CX Institutional LLC is seeking a highly motivated and experienced Wealth Advisor to join our Wealth Management Team. As a key member of our team, you will be responsible for driving business development growth, client experience, and retention.

Key Responsibilities:

  • Lead the adherence of the New Client and Wealth Management Core Processes by all team members.
  • Build brand awareness by being the face of the firm through assuming leadership roles in the community, community outreach, and volunteering with various organizations and non-profits.
  • Manage a pipeline of leads through multiple avenues, including warm calling potential leads, prospects, introductions from existing clients, company-sponsored events, and networking.
  • Deliver compelling presentations on wealth management related topics at firm-sponsored events while selling Credent's 3 uniques.
  • Regularly host social events and gatherings with clients who provide prospects to the firm to establish and build relationships and rapport.
  • Lead client retention events through providing presentations to instill hope and confidence in the eyes of the client.
  • Lead portions of the Wealth Management Core Process including participation in Set the Compass, First Goal review, annual Goal reviews, and Risk Audit meeting.
  • Perform proactive calls to clients including annual Portfolio review call and quarterly stay in touch (SIT) calls.
  • Manage relationships and build confidence with current and prospective clients by sharing perspective and awareness of market trends, crisis management, and ongoing improvements available to enhance clients' experiences.
  • Leads client investment management strategy recommendations, changes, and answers questions about billing and fees.
  • Utilize CRM software to manage prospects, client relationships, and accounts.
  • Maintain objective goals on a weekly basis, such as # of calls, leads, proposals, and new households.
  • Remain knowledgeable of the policies and regulations of regulatory bodies to ensure compliance with all work activities.
  • Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide customer service beyond expectations.

Requirements:

  • Ability to qualify prospects, identify pain, and move through the sales funnel or disqualify.
  • Ability to present material and concepts to groups or individuals in a compelling and effective manner that establishes hope and confidence.
  • Ability to be persistent in the sales cycle process (Not accepting No for an answer).
  • Possess a high level of sales acumen.
  • Possess a good level of understanding of investment markets and goal-based strategies.
  • Leadership skills to hold others accountable to deliver consistent, high-quality service deliverables.

Education/Experience:

  • High School Diploma, or GED, bachelor's degree in related field preferred.
  • Experience: 5 plus years of proven sales experience.
  • Financial services experience in related field such as financial advisor or wholesaler required.
  • Series 65 or equivalent achieved within 30–45 days after hire.

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