Financial Wealth Advisor (Advisory Team)
Core
Manage and grow an established book of business while delivering comprehensive, personalized wealth management services to high-net-worth individuals and families.
Role type
Senior Financial Wealth Advisor (Advisory Team)
Builds
Wealth management practice and client relationships
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investments, retirement planning, estate planning, insurance, tax strategy, business development, client prospecting, relationship management, financial planning tools
Preferred skills
CFP, CFA, ChFC, AIF designations, mentoring junior advisors, experience with nonprofits/executives/small business owners
Technologies
Financial planning tools, wealth management platform
Responsibilities
Manage and grow an established book of business, advise clients across investments and tax strategy, transition client relationships to the wealth management platform, prospect for new clients, mentor junior advisors
Seniority
Senior, hands-on IC with practice ownership focus