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Senior Wealth Management Advisor

2 months ago

MagstattleBas, Grand Est, United States Stevens Capital Partners Full time

Job Overview:

We are in search of a dedicated and skilled Senior Wealth Management Advisor to play a pivotal role in providing holistic financial guidance to our clientele. This position will focus on the concluding phases of the CFP Board's Financial Planning Process, which entails collaborating closely with clients to collect data, evaluate information, formulate recommendations, execute strategies, and consistently review financial plans. The role necessitates frequent client engagement, the formulation of financial planning proposals, teamwork with various departments, and the meticulous upkeep of our internal CRM system. We are looking for a distinguished Lead CFP Wealth Consultant to enhance our team and contribute to our ongoing success.

Key Responsibilities:

· Cultivate and sustain strong client relationships, understanding their financial goals, and providing customized solutions.

· Actively participate in and lead client discussions.

· Assist in Business Development efforts for new client acquisition by engaging in the sales process and generating referrals from current clients.

· Utilize your sales expertise to attract and retain clients, significantly impacting the growth of our firm.

· Identify new business prospects proactively and work alongside team members to broaden client relationships.

· Responsible for fostering Loyal Client Advocates and generating new clients through these connections.

· Create opportunities and represent Stevens Capital Partners at public speaking engagements, including community and industry events.

· Support the development and delivery of training programs, including mentoring team members on financial planning methodologies.

· Develop comprehensive financial plans that integrate investment strategies, retirement planning, estate planning, tax optimization, and more.

· Stay informed about industry and economic trends and apply this knowledge to enhance client service and relationships.

· Regularly update and refine financial planning recommendations.

· Remain current with industry trends and regulations, continually improving your knowledge and expertise.

· Perform additional duties as assigned.

Essential Qualifications:

· CFP Certification is mandatory.

· Proven history of strong sales capabilities and the ability to expand a practice.

· Experience in growing a portfolio of clients.

· Exceptional financial planning and analytical skills.

· Excellent communication and interpersonal abilities.

· Commitment to the highest ethical standards and fiduciary duty.

· Relevant educational background in Finance, Accounting, or Business Administration.

· Bachelor's degree required.

· A minimum of 5 years of experience in the financial services sector.

· Successful background and credit verification.

Desired Attributes:

· Self-driven and independent.

· Dedicated to personal growth and the development of others.

· Strong attention to detail.

· Open to coaching and continuous learning.

· Possesses a respectful and approachable communication style.

· A proactive self-starter.

· Maintains awareness of industry and economic trends and applies this knowledge to client service and relationships.