Wealth Advisor & Education Consultant
Core
Managing existing client relationships and delivering comprehensive financial planning, investment advisory, and retirement education services.
Role type
Wealth Advisor & Education Consultant
Builds
Production financial plans, investment strategies, and retirement education programs
Domain
Wealth management, financial planning, employee benefits
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial planning, client relationship management, business development, investment strategy, tax planning, retirement planning, estate planning, compliance, CRM proficiency
Preferred skills
CFP, CFA, ChFC, CIMA, CASL, AIF designations
Technologies
Financial planning software, portfolio management systems, CRM platforms, Microsoft Office Suite
Responsibilities
Manage existing client relationships as primary advisor, acquire new clients and grow AUM, prepare and implement comprehensive financial plans, lead client meetings and present recommendations, conduct portfolio reviews and rebalancing, coordinate with external professionals like attorneys and CPAs, deliver financial education programs and workshops, ensure compliance with fiduciary standards
Seniority
Mid-level, independent IC
