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Wealth Management Advisor

2 months ago

Birmingham, Alabama, United States CFA Institute Full time

About CFA Institute:
CFA Institute is dedicated to providing exceptional financial guidance and innovative solutions to our clients. We believe in fostering strong relationships and delivering personalized experiences that adapt to our clients' evolving needs.

Role Overview:
As a Private Client Financial Advisor, you will play a pivotal role in enhancing client relationships by collaborating with various teams across investment, banking, and lending sectors. Your expertise will assist clients in achieving both their immediate and long-term financial aspirations.

Key Responsibilities:
- Assess client objectives and track their progress throughout their financial journey.
- Strengthen and expand relationships with affluent clients in investment, deposit, and lending services.
- Establish yourself as a trusted advisor, earning referrals from satisfied clients.
- Engage with potential clients to promote and sell investment products and services.
- Analyze and evaluate client financial data to provide tailored advice.
- Utilize planning tools to identify new opportunities for clients.
- Develop and present customized solutions that align with client goals.
- Collaborate with colleagues to implement effective financial strategies.

Qualifications:
- Possession of Series 7 and 63 licenses, along with Life Accident & Health licenses.
- CFP or CRC designation is preferred.
- Bachelor's degree or equivalent professional experience.
- A minimum of 5 years in a related industry role.
- Proven ability to build and maintain internal partnerships.
- Strong communication skills, both verbal and written.
- Team-oriented with a proactive work ethic and entrepreneurial mindset.
- Familiarity with financial planning tools and consumer lending solutions.
- Digital proficiency and experience in investment product sales.
- Knowledge of regulatory standards to maintain a compliant environment.

Compensation:
This position operates on a commission-based structure, with potential earnings historically ranging from $105,000 to $250,000, contingent on performance metrics.

Work Schedule:
Standard hours are 40 per week, with flexibility in the work schedule.

Diversity and Inclusion:
CFA Institute is committed to fostering a diverse and inclusive workplace, ensuring that all employment decisions are made based on merit and qualifications, free from discrimination.

Background Verification:
All employment offers are contingent upon successful completion of a background check, which may include credit history, motor vehicle records, and criminal background assessments.