Wealth Advisor
Core
Key relationship manager developing personalized wealth planning and investment strategies to ensure high client retention and growth of assets under management.
Role type
Senior Wealth Advisor / Principal Wealth Advisor
Builds
Personalized wealth planning strategies, investment portfolios, and client onboarding experiences
Domain
Wealth Management / Private Markets
Deliverable
client delivery
Required skills
Wealth planning strategy development, private market opportunity communication, client relationship management, cross-department coordination, team mentorship, new business development, financial concept simplification
Preferred skills
Advanced designations (CFP, CFA, CPA, JD, MBA), proficiency in Salesforce and e-Money platforms
Technologies
Salesforce, e-Money, 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 through all phases of the wealth planning process, coordinate with tax, legal, and investment teams, mentor colleagues on best practices, identify cross-department solutions for client needs
Seniority
Senior, hands-on IC with mentorship responsibilities
