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Senior Wealth Management Advisor
1 month ago
Mowery & Schoenfeld is seeking a highly skilled Senior Wealth Management Advisor to join our rapidly growing wealth management practice. As a key member of our team, you will have the opportunity to make a significant impact and contribute to the department's continued success.
Key Responsibilities:- Attend meetings with existing clients and prospects to educate them on financial concepts and investment options.
- Engage with existing clients to address their financial planning goals through building trust and maintaining strong relationships.
- Creation and presentation of comprehensive financial analyses and plans that demonstrate a strong understanding of each client's needs.
- Stay current on trends in the economy, financial markets, and regulatory changes to ensure consistency in appropriate client recommendations.
- Bachelor's degree in finance, economics, or related field.
- 5+ years of proven client-facing experience with an RIA or similar firm required.
- Experience with Tamarac and Envestnet and knowledge of Schwab and Fidelity custodial platforms a plus.
- Series 65 licensure.
- CFP certification or eligibility with CPA or SFA background welcomed.
- Financial planning software knowledge such as MoneyGuidePro.
- High-level client service skills and ability to explain complex financial concepts clearly.
- Strong written and verbal communication skills.
- Acts with integrity and uses care with confidential information.
- Bilingual in Spanish is a huge plus.
Mowery & Schoenfeld offers a stimulating environment with a fast-paced and entrepreneurial energy. If you are a motivated self-starter with a passion for client service and a strong analytical skillset, we encourage you to apply for this exciting opportunity.
