Wealth Advisor

The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.

Requirements

• Manages time and resources efficiently and effectively
• Develops and implements strategic and tactical plans with strong considerations to client challenges
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans
• Reviews client information, including financial statements, risk investment profile and cash availability
• Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals
• Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance

Benefits

• Superior retirement program
• Competitive health, wellness and work life offerings
• Comprehensive Total Rewards package
• Flexible work arrangements