Senior Wealth Advisor
Core
Offer comprehensive financial and investment advice to Affluent and High-Net Worth clients, building relationships to acquire new assets and deepen existing ones.
Role type
Senior Wealth Advisor (Financial Planning & Sales)
Builds
Client portfolios and bank/brokerage assets
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial planning, Securities recommendations, Client profiling, KYC/AML compliance, Risk assessment, Relationship building, Referral management
Preferred skills
Financial planning software, Investment strategies
Technologies
Microsoft Office (Excel, Outlook, Word)
Responsibilities
Build relationships with new clients to bring in bank and brokerage assets; Deepen relationships with existing clients through financial planning; Respond to referrals and recommend suitable offerings; Make securities recommendations and provide investment advice; Manage client follow-up and adhere to regulatory procedures; Partner with branch team to ensure positive in-branch experience; Assume leadership roles including coaching new recruits
Seniority
Senior, hands-on IC