Wealth Solutions - Investment Advisor
Core
Guide clients through initial steps of achieving financial goals, including onboarding, asset consolidation, and establishing long-term financial relationships for clients with less than $100,000 in total assets.
Role type
Entry-level Investment Advisor (Wealth Management)
Builds
Client financial relationships and account consolidation
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial consultation, client onboarding, asset consolidation, CRM management, regulatory compliance, goal-based financial planning
Preferred skills
Wealth management experience, retirement planning knowledge, relationship building, financial planning technology proficiency
Technologies
Salesforce CRM, digital planning tools
Responsibilities
Conduct financial consultations, guide clients through onboarding, utilize CRM and planning tools, partner with Senior Financial Advisors, maintain regulatory compliance, meet engagement and conversion goals
Seniority
Entry-level, career-building IC