Must-haves:

• Possess a Bachelor’s degree
• Certified Financial Planner (CFP) designation
• At least 10 years of experience in financial advising
• Proficiency in Excel and Salesforce
• Exceptional communication and interpersonal skills
• A genuine passion for helping clients achieve their personal and financial goals

Plusses:

• Certified Public Accountant or previous experience working with taxes
• Experience with Orion software
• Possession of a Series 65 License

Day-to-Day:

A small and esteemed Wealth Advisory firm is looking to add a Senior Wealth Advisor to their company to service a portfolio of existing clients and play a key role in attracting new clients to the firm. This role will work with some of the firm’s most significant and high-profile clients, ensuring the management of crucial relationships.

Responsibilities will include:

Client Service :

• Prepare and lead client meetings
• Proactively address client needs with empathy and care
• Handle complex client situations and difficult conversations effectively
• Provide exceptional service to the most demanding clients independently

Financial Planning:

• Master financial planning technology and techniques
• Collaborate with team members on joint client engagements
• Develop comprehensive financial plans, including estate, tax, and retirement planning

Team Collaboration and Process Improvement:

• Enhance onboarding and client review processes
• Share insights in internal meetings to boost team performance
• Mentor Associate Wealth Advisors and maintain professional education requirements