Wealth Advisor
Core
Key relationship manager developing personalized wealth planning strategies to grow assets under management and ensure high client retention.
Role type
Principal Wealth Advisor (Senior IC)
Builds
Customized wealth planning strategies and client financial plans
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
wealth planning strategy development, client relationship management, cross-department coordination, business development, mentoring, financial analysis, regulatory compliance
Preferred skills
e-Money platform proficiency, Salesforce, PowerPoint, Excel, Outlook
Responsibilities
Develop and communicate 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; assist with client transaction requests.
Seniority
Senior, hands-on IC with mentorship duties