Wealth Advisor

WHAT TO EXPECT –

  • Build and maintain relationships with prospects and referrals with a major focus on acquiring new clients.
  • Source prospective client opportunities by capitalizing on networking and referrals.
  • Provide information/education to clients and prospects about the purpose and details of financial products, services, and strategies.
  • Transition clients to Wealth Advisors on their team as needed or appropriate.
  • Research for and promote established investment models and strategies that are suitable for our targeted clients.
  • Servicing client needs and requirements as determined through client interaction. Promote the firm’s wealth enhancement planning services and Trust services.
  • Adhere to all company and industry supervisory guidelines and policies.
  • Participate in daily morning advisor meetings, training, and continuing education requirements.
  • Provide positive and professional service to the client base assigned.
  • Work with their team to handle all communication with the client base including phone calls, emails and meetings.
  • Review investment products currently held in clients’ accounts both advisory and brokerage and reallocate to the appropriate model to help clients meet their financial objectives.
  • Maintain all continuing education requirements of a wealth advisor plus required training elements.
  • Attend firm client events.

WHAT YOU NEED –

  • Strong business development skills
  • Excellent interpersonal & communication skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • Ability to handle multiple tasks and priorities simultaneously
  • 5 to 10 more years of investment advisory experience
  • Bachelor’s Degree or higher strongly preferred
  • Active Series 65 (or 7 & 66)
  • Active Series 6 or 7 & 63
  • Clean U-4 and U-5 history
  • Certified Financial Planner (CFP) OR…
  • Certified Financial Analyst (CFA) desirable OR…
  • Charter Financial Consultant (ChFC) desirable

Apply Today!