Wealth Advisor (Santa Barbara, CA)
Core
Primary trusted advisor to a book of 150-250 clients, ensuring retention and transitioning clients to Custom Wealth services.
Role type
Senior Wealth Advisor (Financial Planning & Client Service)
Builds
Client relationships and financial planning modules for high-net-worth families
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, investment analysis, tax planning, estate planning, insurance planning, client relationship management, Salesforce proficiency, MS Office suite
Preferred skills
CFP, ChFC, PFS, CFA, CIC, CPA, JD, MBA, ability to travel 50%, public speaking
Technologies
Salesforce, financial planning software, MS Word, Excel, PowerPoint, Outlook
Responsibilities
Analyze and present financial planning modules, manage client communications and follow-up, support regional leadership as SME in investments/tax/estate/insurance, attend workshops and speak to potential clients, ensure adherence to client care standards
Seniority
Senior, hands-on IC
