Principal Wealth Planning Specialist

2 months ago

Grand Junction, Colorado, United States The Ladders Full time
Join Our Esteemed Organization and Realize Your Potential

The Ladders is seeking dedicated and skilled professionals to become part of our vibrant team, where your distinct abilities, experiences, and viewpoints are greatly appreciated and play a crucial role in our reputation as a leading firm in the financial services industry. We are in search of individuals who are eager to advance both personally and professionally while making a meaningful contribution to our clients and communities.

Senior Wealth Advisor

Compensation:

Salary: Ranges from $115,000 to $175,000 annually (commensurate with experience)

Employment Type: Full-Time Exempt

In accordance with applicable equal pay legislation, compensation variations for this role are determined by education, experience, training, and geographic location, alongside our firm's seniority and merit-based systems.

Key Responsibilities:
  • Establish and nurture robust relationships with clients, comprehending their financial aspirations, risk appetite, and investment preferences.
  • Provide outstanding service to clients, leading to direct referrals.
  • Evaluate clients' financial data to devise strategies and recommend products that align with their financial goals.
  • Exhibit confidence and professionalism when interacting with clients, prospects, and Centers of Influence (COIs).
  • Organize and conduct client meetings with clear, actionable outcomes, both virtually and face-to-face.
  • Proactively address client requirements, managing expectations with team collaboration.
  • Exercise discretionary authority in investment decisions and portfolio oversight.
  • Address complex client needs with expertise and precision.
  • Prepare comprehensive financial planning deliverables with meticulous attention to detail.
  • Collaborate with the team to fulfill all wealth advisory responsibilities.
  • Utilize financial planning software to create thorough financial plans and recommendations.
  • Manage administrative tasks, including scheduling meetings, preparing documentation, and maintaining client records.
  • Ensure adherence to relevant laws and regulations, assisting in the preparation of compliance reports.
  • Develop and maintain a strong network, fostering ongoing relationships with new and relevant COIs.
  • Actively cultivate relationships with fellow professionals within the firm and provide training on wealth advisory practices.
  • Engage with the community through volunteer work or participation in charitable organizations.
  • Align the team with the firm's strategic objectives, establishing clear guidelines for timelines and workload management.
  • Follow established processes and procedures for client servicing and prospecting.
  • Supervise and mentor junior advisors, offering feedback, training, and career guidance.
Qualifications We Seek:
  • A bachelor's degree in finance, economics, business administration, or a related field is required.
  • Preferred designations include: CERTIFIED FINANCIAL PLANNERTM (CFP); Certified Public Accountant, Personal Financial Specialist (CPA, PFS); Certified Financial Analyst (CFA).
  • 3-5 years of experience in a Senior Wealth Advisor, Senior Financial Advisor, or similar role is preferred.
  • A collaborative team player with a high degree of self-assurance.
  • Ability to manage multiple priorities with competing deadlines.
  • Capability to thrive in a fast-paced and occasionally high-pressure environment.
  • Strong integrity and the ability to maintain confidentiality.
  • Results-oriented, highly motivated self-starter with a strong work ethic and a passion for helping others secure their financial future.
Why Choose Us:

At The Ladders, we prioritize YOU. YOU inspire us. YOU drive us forward.

Make YOUR Connections. Experience YOUR Journey. Discover YOUR Purpose. Thrive With Us

Benefits:
  • Competitive salary
  • Comprehensive medical, dental, and vision coverage
  • 401k plan with employer matching
  • Health Savings Account (HSA) with employer contributions
  • Flexible Spending Account (FSA) options with employer matching
  • Generous Paid Time Off (PTO) and advance on first day
  • Paid holidays
  • Support for professional development
Learn more about how we support our team on our Careers Page:

About Us:

At The Ladders, we value our team members and recognize their commitment to each other, our clients, and the communities we serve. We believe in taking care of our employees by offering competitive compensation, comprehensive benefits, and various initiatives that reflect our genuine appreciation for your overall well-being, both in your career and personal life. Your success is important to us, and we are here to support you every step of the way.

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