Wealth Advisor
Core
Develop comprehensive financial plans for individuals and businesses, coordinating with other advisors to implement investment and insurance solutions.
Role type
Wealth Advisor
Builds
Client financial plans and investment/insurance portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, securities analysis, insurance solutions, client relationship management, regulatory compliance, sales strategy
Preferred skills
Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), relationship management, multi-disciplinary partnership
Technologies
Investment platforms, insurance carriers, CRM systems
Responsibilities
Develop customer financial profiles, analyze and recommend financial products, consult on securities and insurance purchases, grow book of business via referrals, maintain client files, submit sales documents
Seniority
Mid-level, hands-on IC