Private Wealth Service Advisor

Our client is a holistic wealth management firm, providing a top-notch experience to their valued clients. Their mission is to help people define, build, and enjoy prosperous lives. The team is recognized by Barron's and Forbes as one of the top wealth management firms in the country, managing over $1.5 billion for clients nationally.

The Role

As a Private Wealth Service Advisor, you will work alongside a Private Wealth Advisor managing all aspects of clients' financial plans. You will use knowledge in risk, investments and planning to help analyze current situations; and work to develop and process solutions specific to the needs and goals of clients. Detail orientation and the ability to stay organized is a must to facilitate tasking and new business opportunities. From building the recommendations with a Private Wealth Advisor to coordinating the implementation with the Operations team, you will work to help clients define, build, and enjoy their most prosperous life.

Responsibilities of the role

• Assist and work alongside a Private Wealth Advisor in all aspects of client relationship management, including client/ household scheduling, servicing, and ensuring client information is correct and consistent

• Preparation of presentation material for client and prospect meetings

• Attend client meetings to support the Private Wealth Advisors and to capture meeting notes and action items

• Owner of all follow-up and action items that arise during client interactions, including servicing items and new business opportunities.

• Complete periodic internal reviews of managed households/ clients; working to identify areas of opportunity and data inconsistencies to review with Private Wealth Advisor

• Work collaboratively across multiple business units, while exemplifying excellent communication skills, to help achieve client goals

• Complete investment statement analysis with familiarity in Morningstar, investment comparative data, and other reporting tools

• Create and run in-force risk product ledgers, adjusting outputs to match client requests, advisor recommendations, and planning assumption changes

• Review and work to update financial plans in proprietary software, working alongside the Planning Specialist and Operations Team

• Develop an understanding of product selection including risk and investments

• Participation in weekly, monthly, and quarterly meetings to share and develop skills and best practices

Qualifications

• 3-5 years in financial services preferred, with a background in financial planning.
• Bachelor's Degree required (or equivalent secondary education)
• Local Life and Health Insurance Licenses required (or earned within first 30 days of employment)
• Long Term Care License (or earned within determined frequency after hire)
• FINRA SIE, Series 7, and Series 63 Licenses required (or earned within first 90 days of employment)
• CFP preferred (willingness to work towards CFP)

Compensation & Benefits

• Base salary $70,000-$80,000 (contingent on industry experience) + quarterly production bonuses
• Paid for industry licensing (to include study time and exam course material)
• PTO, holiday time off, birthday day off
• Medical, dental and vision coverage, Long-Term and Short-Term Disability, 401k Employer Match