Wealth Advisor

The Wealth Advisor partners with clients to identify their financial goals, analyze their financial landscape, and develop recommendations to help them work towards well-defined financial objectives. They work in a team environment to grow their collective book through client referrals.

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
• Reviews client information, including financial statements, risk investment profile, and cash availability
• 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 to provide clients with up-to-date financial guidance

Benefits

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