Wealth Advisor

The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting client's needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients' financial goals. They do this by first listening to and understanding each client's unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a client's financial life including goals-based planning, taxation, estate planning, and retirement. Essential Duties and Responsibilities Leadership Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team's business plan. The business plan is the collective agreement that outlines the team's priorities and growth goals. Have both a tactical (short term) and strategic (long term) approach to team development and growth Establishes the optimal client experience and collaborates with team members to ensure the highest level of service Provides feedback and opportunities for development of Associate Wealth Advisors Takes ownership and accountability for client issues that arise Leads by example and actively participates in firm initiatives and carries forth the core values of the firm Client Experience Proficient in all areas of planning and implementing financial plans for clients Develops a mastery of Buckingham's evidence-based investment philosophy Active utilization of Buckingham's Design | Build | Protect framework Conducts Client Discovery and Wealth Planning Conversations Identify advanced planning opportunities and develop internal best practices Create, edit, and present financial plans through Money Guide Elite, Orion, Holistiplan or any other life planning or financial modeling software Create a personalized Investment Policy Statement and holistic investment strategy for each client Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc. Diligent recording of client communication and information within client relationship management platform Assist with client billing reviews to ensure fees are collected in a timely manner Utilization of Salesforce and other firm CRM software to document client conversations and manage client follow up. Ability to meet with clients in person. Some travel may be required. Business Development Consistently meets and exceeds revenue and growth goals Develops multiple Centers of Influences which are active client referral sources Ability to develop new business independently and in a team environment Manage individual and team prospect pipeline, including the onboarding of new clients Basic Qualifications Bachelor's Degree Professional certification CFP, CFA or CPA/ PFS 7+ years of direct client-facing financial services experience Proven Business development skillset Mastery of investment strategies, risk management, tax planning, and estate planning Proven experience in financial analysis, modeling, and strategic planning Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients Team-oriented approach Knowledge of financial services industry, financial products, and financial planning concepts Clean U4 Buckingham's Compensation and Benefits This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package. Buckingham pays up to 100% of an associate's medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more. Who is Buckingham Wealth Partners? Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor's workday so they can spend more time helping clients achieve their dreams of financial prosperity. Buckingham employs more than 600 associates in over 50 office locations nationwide. Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core 'Passion To Do Right' and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran's status, genetic information or any class protected by applicable law or ordinance. Buckingham's Awards & Accolades Top Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016 Top RIA Firms, Barron's, 2023, 2022, 2021, 2020, 2019, 2018, 2017 Top RIA Firms, Forbes, 2022 Top 25 RIA, Financial Advisor Magazine, 2023, 2022, 2021, 2020, 2019, 2018, 2017 Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019 Top Registered Investment Advisers, Financial Times, 2020, 2019 Top Grower in Missouri in 2022, Citywire RIA No. 6 on RIA Channel's 2021 Top 100 Wealth Managers List

Created: 2024-11-05