Wealth Advisor
Core
Principal Wealth Advisor serving as a key relationship manager to develop personalized wealth planning strategies and grow assets under management.
Role type
Senior IC Wealth Advisor / Relationship Manager
Builds
Personalized wealth planning strategies and client retention programs
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
wealth planning strategy development, client relationship management, cross-department coordination, prospecting and onboarding, mentoring, financial analysis
Preferred skills
CFP, CFA, CPA, JD, CHFC designations, e-Money, Salesforce, PowerPoint, Excel
Technologies
Salesforce, PowerPoint, Word, Excel, Outlook
Responsibilities
Develop customized wealth planning strategies based on client goals and risk tolerance; onboard new clients through various programs; lead client meetings and prospect presentations; coordinate with tax, legal, and investment teams; mentor colleagues on wealth planning best practices; manage client transactions and firm-wide initiatives.
Seniority
Senior, hands-on IC with mentorship duties