Sr Wealth Advisor, Palm Beach, FL
Based in United States
Core
Leads a team of specialists to acquire new clients and manage the growth and retention of an existing book of business for individuals, business owners, and families.
Role type
Senior IC Wealth Advisor (Team Lead)
Builds
Comprehensive wealth management strategies and financial solutions
Domain
Financial Services / Wealth Management
Required skills
Sales strategy development, client relationship management, financial planning, team coordination, pipeline management, regulatory compliance
Preferred skills
CFP, CTFA, CPA, MBA, JD
Technologies
N/A
Responsibilities
Lead client relationship team, develop sales strategies to grow client base, coordinate team communication and activities, manage sales pipeline, lead client relationship review discussions, adhere to compliance and operational risk controls
Seniority
Senior, hands-on IC