We are seeking a highly skilled Wealth Advisor to join our team! The ideal candidate will play a crucial role in both relationship management and business development within the firm.
Requirements
- Identify and engage new qualified clients
- Identify and capture share of wallet from existing clients, and request client referrals
- Lead projects to enhance marketing and lead generation strategies
- Maintain and expand relationships with key business contacts and centers of influence (COIs)
- Foster a sales culture that engages all employees in the sales process, while maintaining a service-oriented approach.
- Ensure all client interactions and financial recommendations adhere to regulatory requirements
- Stay informed about market trends, economic conditions, and regulatory changes to provide up-to-date advice
- Contributes to the leadership of the group by mentoring Service Advisors and Paraplanners
- Identifies opportunities during client conversations to generate business development opportunities
- Client Responsibilities: Manage client relationships proactively, acting as the first point of contact
- Answer routine client questions and service requests independently
- Develop client strategy or advice independently, with decision-making authority
- Consistently find opportunities to build deeper rapport with clients
- Confidently discuss firm value proposition, service offerings, and deliverables
- Competently discuss investment strategies
- Team Responsibilities: Conduct meetings with clients, being sure to incorporate the Paraplanner or Service Advisor into the meeting when appropriate
- Develop client strategy
- Maintain strong working relationships with team members from all divisions
- Take the lead on teaching topics of interest internally
- Mentor Service Advisors and Paraplanners on their career trajectory
- Grow business lines and work with prospects. Drive revenue to the firm
Benefits
- 18 days paid time off
- 8 paid holidays
- Health Benefits: Medical with HSA and FSA options, dental, and vision.
- 401(k) with a generous company contribution
- Access to a personal finance professionals
- Both legal and life insurance
- Educational Benefits: Whether you are studying for job specific certification, or currently enrolled in higher education, we can help cover some of those expenses
- Flexible Work Models: In-office, work-from-home, or hybrid, depending on position and location
