WealthAdvisor

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities - Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients - Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions - Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs - Effectively work with your team and available resources in support of our clients, executing client requests and updating information - Active participant in obtaining new clients in partnership with strategic relationships and community networks - Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications - Bachelor’s degree required - 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience - Series 65, CFP or CFA required Skills & Knowledge - Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning - Previous experience with high net worth or ultra-high net worth clients - Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) - Highly effective interpersonal, relationship management and communication skills - Demonstrated talent development experience, training new staff, mentoring interns, etc. - Excellent organizational and time management skills in a high energy envir