Senior Wealth Advisor

3 days ago


Colorado Springs, Colorado, United States Nilsine Partners Full time
Job Title: Senior Wealth Advisor

At Nilsine Partners, we are seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will play a key role in delivering exceptional client experiences and providing expert financial guidance to our clients.

Key Responsibilities:
  • Support existing primary Advisor/Managing Director/Partner with implementation and follow-up of investment strategies
  • Actively participate in client and prospect meetings, gathering relevant information to understand their current financial situation, investment objectives/goals, and risk tolerance, and present tailored proposals and plans
  • Work with the Client Relationship Manager team to ensure accounts are enrolled in strategies and monitor the execution of the Nilsine investment strategy
  • Reach out to clients on maturities, money in motion, cash monitoring, and deposits
  • Monitor client investment needs and allocations in relation to clients' personal Investment Policy Statement
  • Work with the team on financial plan implementation under the supervision of Senior Advisor/Managing Director/Partner
  • Attend and contribute to business development meetings and support marketing efforts
Requirements:
  • Series 65
  • 5 years of wealth management experience
  • 5 years of client-facing delivery of investments experience and delivering financial plans
  • Client-facing experience in the financial services and/or wealth management industries
  • Strong knowledge of investments, portfolio construction, and asset allocation
  • Strong knowledge of the financial industry and current market conditions
  • Client risk tolerance & psychology of investing
  • Ability to distill and explain complex concepts and jargon in a user-friendly, non-intimidating fashion

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