Wealth Advisor
Core
Develop new client relationships, build a sales pipeline, and manage existing client accounts for a trust and wealth management firm.
Role type
Wealth Advisor (Sales & Client Relationship Management)
Builds
Client relationships and sales pipeline for trust, estate, and wealth management services
Domain
Financial Services / Wealth Management / Trust & Estate
Deliverable
client delivery
Required skills
Client relationship management, networking, sales pipeline development, financial strategy communication, CRM system usage, bilingual Spanish proficiency
Preferred skills
Community leadership, public relations, high-level strategy understanding
Responsibilities
Introduce the firm to prospective clients, participate in community organizations to generate referrals, quarterback internal relationships, prepare client presentations, communicate investment strategies, anticipate client needs through regular interaction, utilize CRM systems
Seniority
Individual Contributor