Senior Wealth Advisor | Suffolk County
Core
Provide comprehensive financial and investment advice to Affluent and High-Net Worth clients, building new relationships and deepening existing ones through financial planning and discovery.
Role type
Senior Wealth Advisor (Financial Planning)
Builds
Client portfolios and bank/brokerage assets
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, sales, financial planning, securities recommendations, risk assessment, compliance (KYC/AML), client profiling
Preferred skills
Financial planning software, investment strategies
Technologies
Microsoft Office (Excel, Outlook, Word)
Responsibilities
Build relationships with new clients to acquire assets, deepen relationships with existing clients, respond to referrals and recommend suitable offerings, make securities recommendations, manage client follow-up, ensure regulatory compliance, partner with branch team, assess business risk, coach and train new recruits
Seniority
Mid-Senior level (5-8 years experience)