Senior Wealth Advisor
Core
Leads client relationship teams to acquire new clients and drive retention/expansion of the book of business for individuals, business owners, and families.
Role type
Senior Wealth Advisor (Team Lead)
Builds
Comprehensive wealth management strategies and fee revenue
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
sales strategy, client relationship management, financial planning, pipeline management, regulatory compliance, fiduciary standards
Preferred skills
Securities licensing, CFP, CTFA, CPA, MBA, JD
Technologies
N/A
Responsibilities
Lead client relationship team and coordinate access to firm resources; Develop and execute sales strategies to grow client base; Manage sales pipeline to meet revenue goals; Coordinate with specialists (IAs, FAs, Trust Officers) to assess client needs; Lead client relationship review discussions; Maintain internal control standards and registration requirements.
Seniority
Senior, hands-on IC with team leadership