What are the responsibilities and job description for the Senior Wealth Advisor position at COGENT PRIVATE WEALTH INC?
Description
Overview
Cogent Private Wealth is seeking an experienced and thoughtful Senior Wealth Advisor to help clients find clarity and confidence in their financial lives. As a Senior Wealth Advisor, you will be at the center of each client relationship, guiding new prospects through the onboarding process and serving as their long-term partner in wealth management.
You’ll lead a dedicated team—consisting of an Associate Wealth Advisor, Financial Planner, and Client Service Associate—to deliver customized financial planning and investment management solutions. Your role is both strategic and relational: educating clients on our process, leading planning conversations, and ensuring an exceptional experience from start to finish.
Senior Wealth Advisors are compensated with a competitive base salary and quarterly bonuses tied to the revenue generated by the clients they serve. Our compensation model is transparent—you’ll always know how each client household contributes to your income. While bringing an existing book of business is not required, additional compensation is available for any clients who choose to follow you.
About Cogent Private Wealth
Cogent Private Wealth is a Florida-based, fee-only Registered Investment Advisor offering comprehensive financial planning and investment management services. We combine innovative wealth management tools, elite service, and an industry-leading fee structure to help clients—and the wealth management industry—move toward a brighter financial future.
We are affiliated with Cogent Bank, a Florida-chartered commercial bank that provides a full suite of financial services to businesses, business owners, and private banking clients.
Requirements
Responsibilities
Client Relationship Management
- Build and maintain deep, long-term relationships with clients through proactive communication and highly personalized advice.
- Serve as the team leader and primary point of contact for all client financial matters.
Customized Financial Planning
- Create and deliver tailored financial plans that address investment management, retirement planning, tax strategy, estate planning, risk management, and philanthropic goals.
Portfolio Oversight and Review
- Understand and articulate portfolio strategies in the context of clients’ long-term financial objectives.
- Lead discussions on performance, asset allocation, and risk alignment during periodic portfolio reviews.
Collaborative Wealth Management
- Coordinate with clients’ external advisors—including CPAs, attorneys, and insurance professionals—to deliver integrated and comprehensive solutions.
Professional Growth
- Embrace a culture of continuous learning. We encourage employees at every level to pursue opportunities for personal and professional development.
Requirements
- Bachelor’s degree required; advanced designations (e.g., CFP®, CFA®, CPA, or similar) preferred.
- At least 5 years of experience as a financial advisor, preferably serving high-net-worth individuals or families.
- Strong grasp of financial planning principles and investment strategies.
- Proficiency with financial planning software and portfolio management tools.
- Excellent analytical skills and the ability to distill complex financial information into actionable guidance.
- Exceptional communication and interpersonal skills; ability to build trust and work effectively within a team.
- Commitment to fiduciary standards and always acting in the client’s best interest.