Wealth Advisor
Core
Provide comprehensive wealth planning and investment management solutions, including estate, tax, retirement, and insurance planning to individual and corporate clients.
Role type
Senior Wealth Advisor (Financial Planning & Investment Management)
Builds
Holistic financial plans and managed investment portfolios for high-net-worth clients
Domain
Wealth Management / Financial Planning
Required skills
Estate planning, tax planning, retirement planning, risk management, insurance planning, investment management, client relationship management, business development, portfolio analysis, cash flow budgeting, capital needs analysis
Preferred skills
CFP designation, CIM designation, CFA Level 1 completion, Life/Sickness/Accident insurance licensing
Technologies
Financial planning software, portfolio management tools
Responsibilities
Develop and manage new and existing client relationships; Prepare ongoing analysis for investment portfolio design, risk management, and tax planning; Build business through networking and referrals; Partner with firm teams to mentor others; Maintain up-to-date client information and regulatory compliance
Seniority
Mid-to-Senior, hands-on IC
