As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities * Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients * Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs * Effectively work with your team and available resources in support of our clients, executing client requests and updating information * Active participant in obtaining new clients in partnership with strategic relationships and community networks * Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications * Bachelor’s degree required * 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience * Series 65, CFP or CFA required Skills & Knowledge * Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net worth clients * Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) * Highly effective interpersonal, relationship management and communication skills * Demonstrated talent development experience, training new staff, mentoring interns, etc. * Excellent organizational and time management skills in a high energy environment to manage multiple priorities * Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. #LI-MK1 We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice. EOE M/F/D/V

Similar jobs