Wealth Advisor
Core
Principal Wealth Advisor serving as a key relationship manager to develop personalized wealth planning strategies and ensure high client retention.
Role type
Senior IC Wealth Advisor / Relationship Manager
Builds
Personalized 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, new client onboarding, prospect presentation leadership, team mentoring, transaction processing
Preferred skills
advanced financial designations (CFP, CFA, CPA, JD), proficiency in Holistiplan and Salesforce, independent revenue sourcing
Technologies
Holistiplan, Salesforce, PowerPoint, Excel
Responsibilities
Develop customized wealth planning strategies based on client goals and risk tolerance; onboard new clients through various programs; lead client meetings and prospect presentations; coordinate with tax, legal, and investment teams; mentor colleagues on best practices; assist with client transaction requests.
Seniority
Senior, hands-on IC with leadership responsibilities
