Client Wealth Strategist

2 weeks ago


Pasadena, California, United States The Ladders Full time
Introduction

Since its inception, The Ladders has been dedicated to providing exceptional financial services. With a commitment to bridging opportunities, our diverse team of professionals is equipped to assist clients in navigating their financial journeys. Our expertise spans various sectors, ensuring that we deliver tailored solutions that foster growth and sustainability.

Overview

We are currently on the lookout for a Financial Advisory Consultant. This role involves engaging directly with clients to evaluate their financial circumstances and develop comprehensive financial strategies that encompass both immediate and future objectives. Regular follow-ups will be essential to adapt these strategies in response to significant life events such as career changes or family growth.

As a member of The Ladders, you will join a dynamic organization that values professional development and offers pathways for career advancement in a thriving market.

Responsibilities
  • Drive the growth of deposits and investments within designated markets.
  • Collaborate with business units to identify opportunities for deposit and investment expansion among both new and existing clients.
  • Engage in meetings to showcase new offerings and reinforce sales strategies and priorities.
  • Evaluate clients' financial situations and propose solutions by analyzing their past decisions, current investments, and future aspirations.
  • Continuously monitor clients' financial health by tracking wealth changes and life events, assessing financial plan outcomes, and recommending adjustments as necessary.
  • Commit to personal and professional growth by staying informed about industry trends, products, and regulatory changes.
  • Achieve organizational objectives by fostering strong client relationships and delivering customized solutions that reflect The Ladders' unique value proposition.
  • Perform additional duties as required.
Qualifications
  • Bachelor's or advanced degree in finance, business administration, or a related field.
  • A minimum of 4 years of experience in financial consulting, strategy, or analysis.
  • Possession of relevant financial licenses or state registrations as necessary.
  • Proficiency in financial software.
  • Willingness to travel as needed for client meetings or branch engagements.
  • Strong organizational skills, attention to detail, and resourcefulness.
  • Ability to maintain composure and efficiency in a fast-paced environment.
  • Professional demeanor in interactions with clients and colleagues.
  • Exceptional communication skills, both client-facing and internal.
  • Proficient in Microsoft Excel, Word, and PowerPoint.
Compensation

The compensation for this position is competitive and will be determined based on relevant experience, skills, and market factors.

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