A unique opportunity to join a growing firm as an integral part of their legacy plan.
Summary: The Wealth Advisor manages existing client relationships, either working with a Senior Wealth Advisor or on their own. Wealth Advisors are mainly focused on servicing existing clients but will have some responsibility to develop new client relationships.
Duties and Responsibilities:
- Oversee and support staff in pre-client meeting preparation
- Monitor and follow-up with all action items from client meetings
- Assist with planning, analysis, and investments; consulting with senior advisor on complex issues
- Independently service existing clients and maintain strong relationships
- Grow existing relationships by adding more assets under management, identifying opportunities for more services and identifying referrals
- Develop new client relationships primarily from referrals of existing clients as well as by developing their own referral sources
- Strive to add $2,000,000 in NNA per year
- Prepare and update financial plans
- Prepare and present insurance cases
- Develop asset allocation strategies
- Evaluate, maintain and rebalance investment models
- Maintain relationships with investment partners
- Be open to a flexible work schedule which may include some evenings and an occasional weekend day.
- Other duties may be assigned.
Education/Experience:
- Bachelor's Degree required from an accredited university and minimum of three years' experience in a client facing role.
Certificates and Licenses:
- Must hold FINRA series 7, 66
- Insurance Licensed Preferred
- Has or desire to obtain CFP, CRPC, CIMA, or other advanced certification
Knowledge, Skills, and Other Abilities:
- Excellent written and verbal communication skills
- Superior service and interpersonal skills
- Advanced level computer skills; strong knowledge of Microsoft Office Suite
- Exceptional organizational skills; ability to multi-task in a dynamic environment
- Comfort with being a team player and doing whatever is needed, big or small
- Able to manage and get along with diverse personalities
- Professional appearance and demeanor
Salary and Benefits:
- $95,000 - $115,000 yearly salary range
- A bonus of 18% - 30% of yearly salary paid quarterly
- 401(k) match
- Healthcare benefits
- Paid Time Off (PTO)