At least 10 years of experience in financial advising
Proficiency in Excel and Salesforce
Exceptional communication and interpersonal skills
A genuine passion for helping clients achieve their personal and financial goals
Plusses:
Certified Public Accountant or previous experience working with taxes
Experience with Orion software
Possession of a Series 65 License
Day-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 Service:
Prepare and lead client meetings
Proactively address client needs with empathy and care
Handle complex client situations and difficult conversations effectively
Provide exceptional service to the most demanding clients independently
Financial Planning:
Master financial planning technology and techniques
Collaborate with team members on joint client engagements
Develop comprehensive financial plans, including estate, tax, and retirement planning
Team Collaboration and Process Improvement:
Enhance onboarding and client review processes
Share insights in internal meetings to boost team performance
Mentor Associate Wealth Advisors and maintain professional education requirements