Wealth Advisor - Relationship Management

Summary:

Our award-winning client is seeking a Wealth Advisor to join their team. We are seeking an individual to assume the pivotal role of a primary relationship manager and investment professional, responsible for key client relationships. The primary focus is on fostering client loyalty, expanding wallet share, and generating client referrals.

Responsibilities:

• Lead investment and financial planning services for clients, aiming to retain and expand wallet share through existing clients or external referrals.
• Deliver exceptional service, creating an extraordinary client experience while assisting them in achieving their long-term financial goals.
• Collaborate with business development advisors in final prospect meetings and articulate the investment and planning process in sales presentations.
• Coordinate and participate in client events, concentrating on specific wealth topics of interest.
• Develop and present client-focused advice solutions.
• Execute client servicing standards by scheduling, preparing, and conducting periodic client meetings, including financial planning analysis, investment recommendations, and portfolio reviews.
• Manage client portfolios by the company model and target allocations.
• Stay updated on clients' wealth management issues and needs, anticipating unspoken needs.
• Cultivate client relationships across generations, emphasizing familial connections and generational planning.
• Provide coaching, mentoring, and development support to associate and support advisor roles.
• Maintain comprehensive records in the customer Relationship Management system, capturing all client interactions.
• If applicable, refer business to other divisions at the client and company.
• Assume additional responsibilities as needed.

Required Qualifications:

• Bachelor's Degree in business, finance, or a related field.
• Experience in managing client household investments and financial planning.
• Proven track record of retaining and developing client relationships through a consultative approach.
• Series 7, 66, or 63/65 registration.
• CFP preferred; CFA or CPA also desirable.
• Experience in managing the sales cycle utilizing CRM systems, preferably Salesforce.
• Strong presentation skills for individuals or large groups.
• Influencing skills to drive results while collaborating with internal partners.
• Coordination and partnership with other team members.
• In-depth knowledge of investments and capital markets.
• Experience in positioning and connecting various solutions.
• Familiarity with financial statements and advanced financial planning software.
• Self-starter with the ability to set priorities, manage responsibilities, and exceed client expectations.