Senior Wealth Advisor

Must-haves:Possess a Bachelor's degreeCertified Financial Planner (CFP) designationAt least 10 years of experience in financial advisingProficiency in Excel and SalesforceExceptional communication and interpersonal skillsA genuine passion for helping clients achieve their personal and financial goals Plusses:Certified Public Accountant or previous experience working with taxes Experience with Orion softwarePossession of a Series 65 LicenseDay-to-Day:A small and esteemed Wealth Advisory firm is looking to add a Senior Wealth Advisor to their company to service a portfolio of existing clients and play a key role in attracting new clients to the firm. This role will work with some of the firm's most significant and high-profile clients, ensuring the management of crucial relationships.Responsibilities will include:Client ServicePrepare and lead client meetingsProactively address client needs with empathy and careHandle complex client situations and difficult conversations effectivelyProvide exceptional service to the most demanding clients independentlyFinancial Planning:Master financial planning technology and techniquesCollaborate with team members on joint client engagementsDevelop comprehensive financial plans, including estate, tax, and retirement planningTeam Collaboration and Process Improvement:Enhance onboarding and client review processesShare insights in internal meetings to boost team performanceMentor Associate Wealth Advisors and maintain professional education requirements

Created: 2025-01-15