Wealth Advisor
Core
Trusted advisor providing comprehensive wealth planning and investment management solutions, including estate, tax, retirement, and insurance planning.
Role type
Senior Wealth Advisor (Financial Planning)
Builds
Holistic financial planning and wealth management solutions for individual and corporate 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, Regulatory compliance
Preferred skills
CFP designation, CIM or CFA Level 1, Life/Sickness/Accident Insurance licensing, Financial planning software proficiency
Technologies
Financial planning software, Portfolio administration 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 develop advisory team and mentor others; Maintain up-to-date client information and regulatory compliance.
Seniority
Senior, hands-on IC