Wealth Management Advisor

2 weeks ago

Minneapolis, Minnesota, United States Russell Tobin Full time

Position Overview:

We are seeking a dedicated Senior Private Wealth Consultant who is enthusiastic about enhancing client connections and fostering business development. This position entails working closely with our Business Development Officer and other team members to devise growth strategies. Your primary focus will be on transforming prospects into clients and nurturing relationships with various financial professionals and influential networks.

Key Responsibilities:

  • Build and maintain a network of influential contacts to generate referrals.
  • Establish client relationships through existing networks and other referral channels.
  • Identify and seek new opportunities through outreach, marketing initiatives, and community involvement.
  • Strengthen current client relationships by increasing assets under management and exploring new avenues.
  • Engage with qualified leads, invite them to events, and collaborate with Wealth Advisors as necessary.
  • Assess leads, schedule appointments, and conduct in-person or virtual consultations.
  • Maintain ongoing communication with prospects and provide insightful information.
  • Deliver financial guidance and planning as the Senior Private Wealth Consultant for clients.
  • Document interactions and progress within CRM systems.
  • Perform additional duties as required.

Qualifications:

  • Growth-oriented professional with over 5 years of relevant experience, ideally in financial services.
  • Minimum of 3 years of experience in business development.
  • Excellent verbal communication skills with a persuasive and positive demeanor.
  • High level of personal motivation and ability to meet objectives.
  • Resilient and persistent with a proactive mindset.
  • Strong problem-solving and prioritization abilities.
  • Team-oriented with effective collaboration skills.
  • Knowledgeable in investment and financial planning strategies for high-net-worth individuals.

Education and Certifications:

  • Bachelor's degree from an accredited institution; a degree in financial planning, business, finance, economics, or a related field is beneficial.
  • CFP certification is preferred.

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