Senior Wealth Advisor
Core
Provide comprehensive financial and investment advice to Affluent and High-Net Worth clients, building new relationships and deepening existing ones through financial planning and discovery.
Role type
Senior Wealth Advisor (IC)
Builds
Client relationships and bank/brokerage assets
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, sales, financial planning, securities recommendations, compliance (KYC/AML), risk assessment, client profiling
Preferred skills
Investment strategies, Microsoft Office, financial planning software
Technologies
Microsoft Office (Excel, Outlook, Word), financial planning software
Responsibilities
Build relationships with new clients to bring in assets, deepen relationships with existing clients, respond to referrals and recommend offerings, make securities recommendations, manage client follow-up, ensure regulatory compliance, partner with branch team, assess risk, coach new recruits
Seniority
Senior, hands-on IC