Financial Advisor
American Accounting Association · Catonsville, MD · 2 days ago
Full-time
Responsibilities
- Provide comprehensive financial planning and investment advice to high-net-worth clients.
- Develop customized wealth management strategies aligned with client goals and risk tolerance.
- Manage and monitor client investment portfolios, adjusting strategies as needed.
- Possess and prospect, acquire, and grow new client relationships to expand the book of business.
- Deepen existing relationships through proactive communication and ongoing reviews.
- Collaborate with internal specialists in tax, trust, and banking to deliver integrated solutions.
- Ensure all recommendations comply with regulatory, legal, and internal policy requirements.
- Prepare and present financial plans, proposals, and performance reports to clients.
- Maintain detailed client records using CRM and financial planning tools.
- Participate in continuous learning to stay current on markets, products, and regulations.
Requirements
- Financial planning
- Investment portfolio management
- Wealth management
- Risk assessment and mitigation
- Retirement and estate planning
- Client relationship management
- Financial analysis and modeling
- Regulatory and compliance knowledge
- Sales and business development
- CRM and financial planning software