Wealth Management Advisor

WEALTH ADVISOR

Large Wealth Advisory Firm

If you are seeking an opportunity to grow and prosper in your career and provide the best products to your Wealth clients, then this may be the opportunity you seek!

Our client is a large, wealth advisory firm located in Ohio and is seeking a talented individual to help them grow in one of their expansion markets.

As a Wealth Advisor for this firm, you will serve as the primary point of contact with the Wealth clients. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships.

Key responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.

Responsibilities:

• Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition.
• Generate sales leads through cross-function collaboration, centers of influence and personal contacts.
• Develop perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk
• Select specific asset allocation strategies according to client goals and risk tolerances.
• Implements the asset allocation strategies for new and incremental assets within client accounts.
• Coordinate unique portfolio requirements or client situations with the Investment Committee
• Deliver annual investment reviews to clients. Communicate updates regarding portfolio strategies to clients and prospects.
• Utilization of financial planning to drive client retention and acquisition
• Serves on the firm’s Investment Committee as client advocate and strategy consultant.
• Complete regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines.

CFA or CFP is preferred but not required.