Wealth Management Advisor

We are seeking a Wealth Advisor to join a fast-growing financial services firm to work collaboratively within a team that serves existing clients while expanding the client base through relationship-driven strategies. RESPONSIBILITIESCultivate, build, and maintain client relationships in alignment with company values and planning-based standardsDevelop and implement strategies in areas such as investment planning, estate planning, risk management, tax planning and cash flow management to help clients meet their objectives. Regularly review client accounts, financial plans, and portfolios to adapt to life changes, economic shifts, or performance updates. Provide ongoing support and communication to ensure client satisfactionAnalyze financial data to craft actionable strategies aligned with client goals. Prepare and interpret summaries, investment performance reports, and income projections for clients. Collaborate with colleagues to expand the client base through referrals, networking, organic growth initiatives, and leveraging various market channels. Lead and coordinate team efforts to enhance service delivery and support team development through goal setting, workflow management, and performance reviews. QUALIFICATIONSBachelor's degree in Finance, Financial Planning, or a related field. Minimum 5-7 years of direct Financial Planning experience.CFP or ChFC designation required. Series 7 required, and Series 66 (or Series 63 and 65) licenses required. Life and Health Insurance licenses or willingness to obtain within 90 days. Proficiency in Microsoft Office systems and CRM systems such as Salesforce. Strong knowledge of financial products and services, including debt and cash management, insurance, and investments.Proven ability to attract and convert prospects, deliver high-level quality service, and commit to growing and contributing to the firm's success.

Created: 2025-01-07