Wealth Advisor III
Core
Help clients establish financial foundations, develop financial plans, and provide sound financial advice to reach their financial goals.
Role type
Senior IC Wealth Advisor
Builds
Tailored investment, insurance, and banking solutions
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment strategy, insurance solutions, relationship management, regulatory compliance, business development
Preferred skills
Certified Financial Planner (CFP), Certified Wealth Strategist, CPA, CFA, CIMA, CTFA
Technologies
Microsoft Office applications
Responsibilities
Retain and grow client relationships with annual revenue targets of $750,000–$1.5 million; Review financial plans and investment portfolios; Collaborate with internal partners to deliver coordinated proposals; Market banking and wealth management products; Build relationships within the professional community.