Senior Wealth Advisor
Core
Develop comprehensive wealth plans and coordinated financial strategies for high net worth clients, generating leads through referral partner programs.
Role type
Senior Wealth Advisor (Private Wealth Sales)
Builds
Customized wealth management solutions and financial strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
wealth management, financial planning, sales, lead generation, client relationship management, negotiation, presentation skills, problem-solving
Preferred skills
fee-based consulting, tax planning, mutual funds, money manager programs, insurance products
Technologies
eMoney, MoneyGuide Pro
Responsibilities
Generate new business opportunities through prospecting and closed sales in custodial referral programs; Conduct presentations of investment services to referral partners; Engage prospective client needs and communicate investment strategies; Lead client meetings to identify complex issues and offer creative solutions; Train and mentor associates across the wealth advisory team
Seniority
Senior, experienced IC with mentorship duties
