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
Independent 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, Client relationship building, Regulatory exam completion (CIRE/RSE)
Preferred skills
Direct marketing experience, High-value sales, Business development, CFP, CIM, CFA
Technologies
Investment and wealth management resources
Responsibilities
Build and maintain client base of high-net-worth individuals, Create customized portfolios and wealth plans, Foster long-term trusted relationships, Establish reciprocal relationships with banking and insurance partners