Must-haves:
- Possess a Bachelor's degree
- Certified Financial Planner (CFP) designation
- At least 10 years of experience in financial advising
- Proficiency in Excel and Salesforce
- Exceptional communication and interpersonal skills
- A genuine passion for helping clients achieve their personal and financial goals
Plusses:
- Certified Public Accountant or previous experience working with taxes
- Experience with Orion software
- Possession of a Series 65 License
Day-to-Day:
A small and esteemed Wealth Advisory firm is looking to add a Senior Wealth Advisor to their company to service a portfolio of existing clients and play a key role in attracting new clients to the firm. This role will work with some of the firm's most significant and high-profile clients, ensuring the management of crucial relationships.
Responsibilities will include:
Client Service:
- Prepare and lead client meetings
- Proactively address client needs with empathy and care
- Handle complex client situations and difficult conversations effectively
- Provide exceptional service to the most demanding clients independently
Financial Planning:
- Master financial planning technology and techniques
- Collaborate with team members on joint client engagements
- Develop comprehensive financial plans, including estate, tax, and retirement planning
Team Collaboration and Process Improvement:
- Enhance onboarding and client review processes
- Share insights in internal meetings to boost team performance
- Mentor Associate Wealth Advisors and maintain professional education requirements