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
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Wealth planning strategy development, client relationship management, cross-department coordination, mentoring, business development, financial analysis, regulatory compliance (Series 65, CFP/CFA)
Preferred skills
Advanced designations (CPA, JD, CHFC), Salesforce, e-Money, PowerPoint, Excel
Responsibilities
Develop customized wealth planning strategies, onboard new clients, lead client meetings, coordinate with tax/legal/investment teams, mentor colleagues, manage client transactions
Seniority
Senior, hands-on IC with leadership responsibilities