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