Wealth Advisor
Core
Deliver investment advice and holistic financial planning for existing and prospective clients while driving sales and new client acquisition.
Role type
Sales-driven Wealth Advisor
Builds
Robust external centers of influence and primary branch networks
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Sales, client acquisition, relationship management, financial planning, coaching, technology utilization
Preferred skills
CIRO registration, QAFP designation, CFP designation
Technologies
CRM and data insights tools
Responsibilities
Deliver exceptional financial advice and planning, drive growth through sales and new client acquisition, partner across teams for a seamless client experience, champion client experience with personalized guidance, engage in community events and networking, coach and mentor branch colleagues, leverage technology to manage pipeline, utilize specialized experts for trusted advice.
Seniority
Mid-level, hands-on IC