A client is looking for an experienced Wealth Advisor to join their team in the Saint Matthews, KY area. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. They will work with ultra high net worth clients and really deepen those client relationships. Their main responsibilities is to service the client, advise them on best practices/trends, financial planning, and really taking care of the current book of business. There is no remote work, fully in-office. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.
Requirements:
7-10 years of successful investment and/or portfolio management experience, within the banking or financial services industry
CFP or CHFC (if they do not have they must be willing to get it during employment and the company will reimburse for tuition)