Senior Wealth Advisor
Core
Act as an entrepreneurial financial advisor crafting legacies by delivering holistic financial planning and complex investment solutions to build client wealth.
Role type
Senior Financial Advisor (Wealth Management)
Builds
Tailored financial strategies, investment portfolios, and long-term wealth plans for individual clients.
Domain
Financial Services / Wealth Management
Required skills
Holistic financial planning, complex investment design, proactive client relationship management, cross-functional collaboration, client engagement, trust building, book of business development, sales goal achievement, network leveraging, virtual communication proficiency, time management
Preferred skills
QAFP designation, CFP designation, established COI network
Technologies
Virtual communication tools
Responsibilities
Deliver comprehensive, tailored financial strategies and complex investment solutions; Anticipate client needs by providing timely, value-added guidance; Coordinate with internal teams to drive client-focused results; Proactively engage clients to challenge and refine financial decisions; Manage the end-to-end financial planning process efficiently.
Seniority
Senior, hands-on IC