Senior Wealth Advisor

Responsibilities

• Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.
• Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
• Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs.
• Utilizing planning skills and strategies to meet client needs.
• Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
• Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals.
• Present to clients and collaborate with their attorneys and other professional advisors to implement.
• Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.
• Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
• Participate in building new client relationships in collaboration with strategic partners.
• Drive discussions and action items related to portfolio management, trading, and rebalances in client portfolios.
• Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.
• Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models.
• Tailor and communicate highly technical concepts and action plans in a straightforward manner to allow clients to clearly understand their financial plans and investment portfolios.
• Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, long-term client relationship development, etc.
• Impact firm marketing efforts through the writing of technical articles, white papers, etc.

Requirements

• 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience.
• Bachelor’s degree in Accounting or Finance preferred.
• Certified Financial Planner (CFP) Investment management, third party certification or licensing by relevant agency or association an added plus.

Qualifications

• Working knowledge of planning strategies and solutions.
• Ability to work in a team environment, but also comfortable leading the effort when called upon.
• Knowledge of investments and macro-economic as they relate to clients’ investment goals and objectives.
• Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
• High attention to detail.
• Strong organizational, written and oral communication skills.

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement