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
