Wealth Management Professional
3 weeks ago
The Wealth Advisor, Director works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors to support the team's region-wide business development and client service efforts.
Key Responsibilities- Function as the primary trusted advisor to the firm's high net worth clients
- Ensure retention of the firm's clients as well as generating referrals
- Support the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
- Analyze, draft, edit, deliver, and present financial planning modules to clients
- Manage client communications and follow-up with clients' other advisors
- Ensure adherence to company standards of client care, meetings, referrals, and retention
- Attend company workshops or lectures and speak to groups of potential clients when called upon
- Implement company policies and procedures
- Other duties as needed
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting, or Finance related); Master's degree a plus
- Five to fifteen years of job-related experience
- Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), or Chartered Investment Consultant (CIC) would be considered
- Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
- Excellent client focus and client-oriented position, but sales aptitude and experience is also highly desired
- Continually seeks to enhance job knowledge, learn quickly and efficiently
- Must be a humble, entrepreneurial, hardworking team player with a positive 'can do' attitude
- Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred
Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. No heavy lifting over 10 lbs. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.
Benefits- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
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