We are looking for a friendly and knowledgeable Wealth Advisor to join our client's dedicated team in the Financial Services industry. In this role, you will have the opportunity to empower clients by developing personalized financial strategies that cater to their unique needs and aspirations. From investment management to estate planning, you will guide your clients through the complex financial landscape with confidence and care. Our ideal candidate is not only skilled in financial planning but also possesses excellent interpersonal skills, allowing them to build lasting relationships with clients. You will have the chance to collaborate with a team of like-minded professionals, continuously learning and growing in a supportive environment. If you enjoy working with people, have a knack for problem-solving, and are driven by results, we invite you to bring your best self to our team. Join us in making a positive impact on clients' financial futures while enjoying a rewarding career that values your expertise and personal growth.
Responsibilities
Build and maintain strong relationships with clients to understand their financial goals and needs.
Develop and implement personalized financial plans that align with clients' goals.
Provide investment advisory services with a focus on portfolio management and asset allocation.
Educate clients on various financial products and strategies, ensuring they make informed decisions.
Monitor clients' financial progress and regularly review and adjust their plans as necessary.
Stay updated on market trends, economic conditions, and regulatory changes to provide timely advice.
Collaborate with internal teams to deliver comprehensive financial solutions for clients.
Requirements
Bachelor's degree in Finance, Business, Economics, or related field preferred.
Minimum of 3 years of experience in financial advisory or wealth management.
Strong understanding of investment strategies and financial products.
Excellent communication and interpersonal skills to build rapport with clients and teammates.
Proven ability to develop customized financial plans based on client needs.
Currently hold relevant licenses (Series 7, Series 6 - or equivalents, State Life & Health Insurance)
Currently hold relevant certifications (e.g., CFP, AAMS, APMA, CLTC, CIC, LUTCF, etc) preferred.
Ability to work independently and as part of a collaborative team.