Lead Wealth Management Consultant
2 weeks ago
As a Senior Financial Planning Advisor, you will collaborate closely with the wealth management team to develop holistic wealth strategies that reflect each client's aspirations and values. Our mission is to partner with clients in crafting a financial roadmap that addresses both current and future needs.
Key Responsibilities:
- Collaborate with the wealth advisory team to deliver integrated wealth management guidance to clients.
- Design tailored, comprehensive financial plans and investment portfolios through thorough research and analysis of client options.
- Foster and manage client relationships to ensure we effectively address their inquiries and requirements.
- Work efficiently with your team and available resources to fulfill client requests and maintain updated information.
- Actively engage in acquiring new clients through strategic partnerships and community involvement.
- Dedicate yourself to ongoing education, training, and the development of talent at all levels, including mentoring new associate wealth advisors and client service associates.
Qualifications:
- A Bachelor's degree is mandatory.
- 5+ years of experience in financial planning, accounting, legal, or a related field.
- Possession of Series 65, CFP, or CFA credentials is essential.
Skills & Expertise:
- Experience in wealth management with a focus on fee-based consulting, taxation, mutual funds, asset management programs, insurance, and financial planning.
- Proficiency in various financial planning and investment software tools (e.g., eMoney, MoneyGuide Pro).
- Exceptional interpersonal, relationship management, and communication abilities.
- Proven experience in talent development, including training new personnel and mentoring interns.
- Outstanding organizational and time management skills in a dynamic environment, capable of managing multiple priorities.
- Strong attention to detail.
Department: Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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