Senior Wealth Advisor

Job Description

GENERAL JOB DESCRIPTION

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high-net-worth individuals.

The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client’s professional advisors

MAJOR DUTIES AND RESPONSIBILITIES

Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.

Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.

Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.

Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs

Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals. Present to clients and collaborate with their attorneys and other professional advisors to implement.

Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals

Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios

Participate in building new client relationships in collaboration with strategic partners

Drive discussions and action items related to portfolio management, trading, and rebalances in client portfolios

Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.

Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models

Tailor and communicate highly technical concepts and action plans in a straightforward manner to allow clients to clearly understand their financial plans and investment portfolios

Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, long-term client relationship development, etc.

Impact firm marketing efforts through the writing of technical articles, white papers, etc.

EXPERIENCE/CREDENTIALS

10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience

Bachelor’s degree in Accounting or Finance preferred

Certified Financial Planner (CFP)

Investment management, third party certification or licensing by relevant agency or association an added plus

COMPETENCIES

Working knowledge of planning strategies and solutions

Ability to work in a team environment, but also comfortable leading the effort when called upon

Knowledge of investments and macro-economics as they relate to clients’ investment goals and objectives

Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients

High attention to detail

Strong organizational, written and oral communication skills

FEATURED BENEFITS

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Health Savings Account

Paid Maternity Leave

Paid Parental Leave

Tuition Reimbursement

Wellness Program