Wealth Advisor

SUMMARY:
Empowering Your Wealth; Securing Your Legacy.

POSITION INFO:
Are you an experienced wealth professional with a knack for building strong client relationships and a deep understanding of financial planning? We are looking for a skilled Wealth Advisor to join our team, offering high-net-worth clients exceptional wealth and estate planning services. If you're ready to manage a growing portfolio, deliver comprehensive financial solutions, and support clients in achieving their financial aspirations, we’d love to meet you!

Key Responsibilities:

• Client Acquisition & Relationship Management: Drive client growth by cultivating internal and external relationships, nurturing a pipeline of potential clients, and ensuring exceptional service for both new and existing clients.
• Wealth & Estate Planning: Develop tailored financial plans focusing on investment strategies, risk management, estate planning, and other areas critical to clients' financial well-being.
• Portfolio Management: Oversee a diverse portfolio of high-net-worth clients, providing proactive, needs-based service as their financial goals evolve.
• Compliance & Mandate Adherence: Ensure all financial advice meets compliance standards and adheres to established mandates.
• Practice Management: Implement effective business management strategies, including client segmentation and structured servicing, to optimize practice growth and efficiency.
• Revenue & Commission Management: Monitor and manage revenue streams and commission earnings to align with business goals.
• Cross-Divisional Collaboration: Forge connections across various divisions to deliver well-rounded financial solutions for clients.

• Education: Preference for candidates with a Certified Financial Planner (CFP) designation or similar qualifications
• Experience: Minimum 5 years in investment and insurance advisory, with a track record of successful client relationship management