Wealth Advisor job description. Partner with clients to identify financial goals, analyze financial landscape, and develop recommendations. Manage time and resources efficiently, develop and implement strategic plans, and review client information.
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
- Works 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
- Works in a team environment to maintain a book of business and meet or exceed annual sales targets
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings
- Comprehensive Total Rewards package
- Discretionary incentive programs
- Sales incentive plans
- Other non-annual incentive plans
