Private Wealth Advisor

Responsibilities

• Manage a portfolio of client relationships: Including, but not limited to regular client meetings to review and update: client goals, financial information and investments.
• Assess client’s risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
• Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.
• Provide Advice To Clients Through Financial Planning
• To Clients Through Financial Planning Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies.
• Proficiency with introductions to in-house insurance experts and other financial resources.
• Possess strong relationship building skills including verbal and written communication skills
• Possess excellent sales and closing skills

Qualifications And Education Requirements

• Bachelor’s Degree in Finance, Business or related field
• 3 years of retail or institutional wealth/investment experience required
• Must possess strong relationship building skills including verbal and written communication skills
• Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
• Must possess excellent sales and closing skills
• Series 6 or 7 licenses to sell brokerage products
• State Life and Health Insurance Licenses
• CFP, MBA or Professional designation(s) preferred