Wealth Advisor (Radnor, PA)
Core
Primary trusted advisor supporting region-wide business development and client service for a book of 150-250 clients, transitioning them to Custom Wealth.
Role type
Senior Wealth Advisor (Financial Planning & Business Development)
Builds
Client financial plans, investment strategies, and business growth for high-net-worth families
Domain
Wealth Management / Financial Planning
Required skills
Financial planning, investment analysis, tax planning, estate planning, insurance planning, client relationship management, business development, financial software proficiency, MS Office suite
Preferred skills
CFP, ChFC, PFS, CFA, CIC designations, CPA, JD, MBA, experience with Salesforce and financial planning software
Technologies
Salesforce, Microsoft Office (Word, Excel, PowerPoint, Outlook), financial planning software, Box, Docusign
Responsibilities
Analyze and present financial planning modules, manage client communications and follow-ups, support regional leadership as SME in investments/tax/pension/estate/insurance, attend workshops and speak to potential clients, ensure adherence to client care standards, travel up to 50% for client meetings and trainings
Seniority
Senior, hands-on IC with leadership potential
