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Senior Wealth Management Consultant

2 months ago

Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

Claire Myers Consulting is a progressive and innovative financial advisory firm focused on delivering outstanding wealth management and financial planning solutions. Our commitment to a client-focused methodology ensures that we provide customized financial strategies tailored to individual needs.

Key Responsibilities

  • Proactively identify and cultivate new business opportunities, utilizing networking, prospecting, and existing client connections.
  • Develop and sustain robust relationships with prospective and current clients, offering support in financial planning and investment management.
  • Perform thorough financial planning, encompassing retirement strategies, investment approaches, estate considerations, and risk assessment.
  • Remain informed about industry developments, market dynamics, and regulatory shifts to deliver insightful advice and recommendations to clients.
  • Collaborate with internal departments, including compliance, operations, and marketing, to ensure the effective delivery of services and solutions.
  • Achieve and surpass individual and team performance objectives.

Qualifications

  • Bachelor's degree in Finance, Business, or a related discipline; advanced degrees or professional certifications (e.g., CFP, CFA) are advantageous.
  • 8-10 years of experience as a Financial Advisor with a demonstrated history of success in managing client relationships and driving new business.
  • Possession of a book of business to transfer or clients to engage based on contractual agreements.
  • Required licenses include Series 7 and 63, along with Life, Accident & Health Insurance.
  • In-depth understanding of financial planning, investment management, and wealth management principles.
  • Exceptional interpersonal and communication skills, with the capacity to establish trust and rapport with clients and colleagues.
  • Proven leadership and team management capabilities.
  • Self-driven, goal-oriented, and results-focused mindset.
  • Proficiency in financial planning software, CRM systems, and Microsoft Office Suite.

Compensation and Benefits

  • Base salary ranging from $90-125k, complemented by substantial performance-based incentives.
  • Comprehensive benefits package, including health, dental, and vision coverage.
  • Retirement savings plan with company matching contributions.
  • Opportunities for professional development and support for ongoing education and certifications.
  • Flexible work arrangements available, with the option for remote work within the designated region.
  • Potential for equity ownership.