PrincipalWealthAdvisor

**Position Summary:** The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Your focus will be on growing assets under management while ensuring exceptional client outcomes and satisfaction. **Primary Responsibilities** * Serve as a key relationship manager for clients, meeting all service needs and achieving high levels of retention. * Develop and communicate customized wealth planning strategies based on clients’ financial goals, risk tolerance, and investment preferences. * Serve as a secondary advisor for selected clients as needed. * Onboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs. * Lead and/or actively participate in prospect presentations and guide new clients through the onboarding process. * Lead client meetings through all phases of our wealth planning process. * Coordinate with internal departments (tax, legal, investment teams etc.) to ensure a holistic approach to each client’s financial plan. * Identify cross-department solutions for client needs and able to speak generally of other service offerings. * Mentor and train colleagues on best practices in wealth planning, client management, and business development. * Proactively interact with clients and lead team to create a spectacular client experience. * Assist with the timely completion and submission of all client related transaction requests. * Involvement in company committees and/or firm-wide initiatives. * Perform other duties as deemed necessary or as directed. **Required Qualifications:** * Bachelor’s degree * Series