Wealth Management Professional
1 week ago
Ballentine Partners is a leading independent wealth management firm seeking a highly skilled and experienced Senior Client Advisor to join our team. As a key member of our Family Office Practice, you will be responsible for providing objective investment and financial planning advice to our clients with investable assets above $30 million.
Key Responsibilities- Manage client engagements and oversee all aspects of a client family's financial situation in relation to their Ballentine team.
- Design and implement innovative strategies to help clients achieve their financial goals and objectives.
- Set client expectations for deliverables and timing, and coach clients through the process of determining their financial legacy goals.
- Coordinate the activities of multiple client teams and train and mentor other team members.
- Review clients' financial situations regularly to assess risks and identify opportunities.
- Achieve high client retention and serve as an ambassador to the firm in business development settings.
- Explain and document financial plans and strategies for clients, and negotiate contracts as needed.
- Strong credibility and ability to build high-performing teams.
- Excellent communication and interpersonal skills, with the ability to navigate complex emotional conversations and explain technical concepts in a clear and concise manner.
- Ability to learn quickly and take initiative, with a proactive approach to problem-solving.
- Highly organized and detail-oriented, with strong professional standards and judgment.
- Strong analytical and problem-solving skills, with the ability to juggle multiple tasks and prioritize effectively.
Ballentine Partners offers a comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) matching program and generous paid time off. We also offer opportunities for professional development and certification support.
CompensationThe salary for this position starts at $155,000 and is commensurate with experience. Performance bonuses are based on company and personal performance and are paid out annually.
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