Wealth Advisor
Core
Trusted advisor supporting region-wide business development and client service for a book of 150-250 clients, transitioning them to custom wealth management.
Role type
Senior Wealth Advisor (Client Service & Business Development)
Builds
Client relationships, financial planning modules, and business growth for the Wealth Path team
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, investment analysis, tax planning, estate planning, insurance planning, client retention, business development, Salesforce proficiency, financial planning software
Preferred skills
CFP, ChFC, PFS, CFA, CIC, CPA, JD, MBA, MSFS, CDFA, CRPC, AIF, CPWA
Technologies
Salesforce, Microsoft Office (Word, Excel, PowerPoint, Outlook), financial planning software, Box, Docusign
Responsibilities
Function as primary trusted advisor to a book of 150-250 clients; ensure client retention and bring in additional assets; onboard or transition 10-50 new clients annually; support leadership as SME in investments, tax, pension, estate, and insurance; analyze and present financial planning modules; manage client communications and follow-up; attend workshops and speak to potential clients; implement company policies.
Seniority
Senior, hands-on IC with leadership potential