Wealth Management Advisor

Job Description

Wealth Advisor

Are you friendly, mature, attentive, and poised? Do you have a passion for financial planning and personal wealth management? Can you take initiative and run with projects yet know when to ask questions or speak up? At Sterling Wealth Management, we have a culture that is centered around a “team-over-self” mentality “clients first always” approach and are searching for a Wealth Advisor who will represent our firm and clients well.

The Company – Sterling Wealth Management

Sterling Wealth Management is a growing independent private wealth management firm that has been serving clients since 2004. We are a fiduciary advisor that provides a select group of clients within the high-net-worth client community with a broad range of wealth management services, including investment management and comprehensive financial planning solutions. Sterling clients can expect a customized approach from a professional yet approachable and caring team with decades of experience. We are a “personal chief financial officer” for Successful Families, Women, Executives and Entrepreneurs. Sterling is focused on finding solutions that meet our client’s unique needs. Our culture is rooted in mutual respect, excellence, and humble confidence. We are collaborative, accessible, and responsive, making it easy for clients to work with our team.

The Person

We are looking for an organized, trustworthy, and proactive Wealth Advisor who can be an effective collaborative member of our advisory team, managing multiple projects within the organization and for our clients. With strong written and verbal communication skills, this empowered and intuitive team member is thoughtful and forward looking, knowing when to take charge and ownership in service of helping our clients live their best lives and in doing so, change the world around us. Being collaborative and caring, this genuine and empathetic professional understands the importance of confidentiality, has a figure-it-out mentality, and is a great decision maker.

It is important that this professional is an enthusiastic, punctual, and polished brand ambassador that can easily connect with a diverse group of people. The ideal candidate is experienced, confident, independent, approachable, transparent, and respectful. Flexible and loyal, this engaged and coachable Wealth Advisor has a love for learning, valuing continuous personal and professional improvement.

Responsibilities

In this role, a Sterling Wealth Advisor requires mature client relationship skills to handle both non-advisory and advisory questions and concerns from clients as well as attentiveness to process and firm operations.

This individual will also provide technical financial planning and investment management work for our clients, collaborating with other professional advisors in the firm and providing direction and mentorship to the Associate Wealth Advisors within the team as well. In this role, the Wealth Advisor understands and engages in client service and direct relationship management for existing clients, development of financial planning recommendations, creation of client deliverables and presentation of advice in client meetings, ensuring that advice and other recommendations is executed.

The Sterling Wealth Advisor professional must have obtained their CFP® designation (or are awaiting certification) and had at least five years of experience in the advisory or related profession. They must be familiar and fluent in understanding a variety of the field’s concepts, practices, and procedures, and rely on extensive experience and judgement to help clients solve complex financial and investment management issues. Strong organization skills and the ability to multi-task and manage time effectively is a must.

Typical Duties and Responsibilities – Wealth Advisor:

• Conduct on-going client meetings, including initial and regular planning meetings
• Solve complicated financial planning, estate, tax, cash flow, charitable planning, risk management and retirement planning issues
• Demonstrate deep understanding of investment strategies for clients, including the creation of investment policy statements and portfolio analysis
• Support all of the wealth management services of the firm
• Collect, organize and review data gathered from clients for all areas of planning
• Obtain mastery of our planning tools and resources used to prepare and make recommendations for our clients
• Work with Senior Advisors to manage and leverage work needing to be completed
• Contribute to the development, research and implementation of new processes and procedures for financial planning/wealth managemen