Investment Advisor
Core
Help high-net-worth individuals, families, and business owners reach their financial goals by providing strong planning and financial advice and managing complex financial needs.
Role type
Investment Advisor (Wealth Management)
Builds
Customized portfolios and wealth plans for clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Outbound sales, Financial planning, Portfolio management, Relationship building, Client counseling, Critical thinking, Decision making
Preferred skills
Direct marketing experience, High-value sales, Business development
Technologies
Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services
Responsibilities
Build and maintain client relationships, Leverage investment resources to create customized portfolios, Foster long-term multi-generational relationships, Establish reciprocal relationships with banking and insurance partners