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GENERAL JOB DESCRIPTION
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high-net-worth individuals.
The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client’s professional advisors
MAJOR DUTIES AND RESPONSIBILITIES
• Strive to understand clients’ goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.
• Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
• Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.
• Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
• Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals. Present to clients and collaborate with their attorneys and other professional advisors to implement.
• Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
• Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios
• Participate in building new client relationships in collaboration with strategic partners
• Drive discussions and action items related to portfolio management, trading, and rebalances in client portfolios
• Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.
• Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models
• Tailor and communicate highly technical concepts and action plans in a straightforward manner to allow clients to clearly understand their financial plans and investment portfolios
• Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, long-term client relationship development, etc.
• Impact firm marketing efforts through the writing of technical articles, white papers, etc.
Experience/Credentials
• 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
• Bachelor’s degree in Accounting or Finance preferred
• Certified Financial Planner (CFP)
• Investment management, third party certification or licensing by relevant agency or association an added plus
COMPETENCIES
• Working knowledge of planning strategies and solutions
• Ability to work in a team environment, but also comfortable leading the effort when called upon
• Knowledge of investments and macro-economics as they relate to clients’ investment goals and objectives
• Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients
• High attention to detail
• Strong organizational, written and oral communication skills
Featured Benefits
• Discretionary Bonus
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement
• Wellness Program
