Wealth Advisor – CFP
hireneXus · Phoenix, AZ · 1 wk ago
Finance$20/hrFull-time
Senior Wealth Advisor – Multi-Family Office
Wealth Advisor – CFP
Responsibilities
- Serves as lead point of contact on wealth management services for our clients, including lead role in client meetings
- Client’s primary source of planning advice and primary contact for client questions and issues
- Develops and reviews financial plans and related financial reports for clients; leads in the delivery of those plans and identifies key action steps
- Implements investment portfolios based on the firm’s investment philosophy and the client’s specific goals & objectives
- Develops relationships with clients to understand their financial and personal goals
- Trains junior team members
- Collaborates with client’s other advisors to develop integrated solutions
Qualifications
- Bachelor’s Degree required
- 8+ years’ financial advisory or wealth management experience
- Certified Financial Planner (CFP) or other relevant designations required
- Knowledge of eMoney or other financial planning software
- Familiarity with Salesforce and Tamarac, our Portfolio Accounting software is a plus
- Ability to work well in a fast-paced, team-oriented environment
Pay
Competitive salary commensurate with experience
Schedule
Full-time position
Benefits
Health insurance, retirement plan, paid time off, and more