Wealth Advisor

About The Job The firm's primary goal is to serve its clients, one another, and its communities. It is not a typical wealth management firm. Its intense client focus is at the center of everything it does, going far beyond managing investments by offering truly in-depth financial planning.

In this role, you'll be challenged to take on work that upholds the firm's guiding principles and drives the organization forward. The opportunity provides room to grow as a person and leader in your field while making a meaningful impact on clients and colleagues.

The Wealth Advisor is an essential part of the team, providing comprehensive support to high-net-worth clients. The Wealth Advisor serves as the primary point of contact for a select group of clients and is instrumental in identifying and introducing new business development opportunities. In this critically important role, you will manage client relationships, provide sound financial planning advice and counsel, and work closely with team members to exceed client expectations.

You will be expected to help grow the business through the efficient use of your time with clients, prospective clients, centers of influence, and community involvement, making an invaluable contribution to the firm.

A successful candidate will have the ability to effectively communicate with clients and team members, demonstrate critical attention to detail, possess strong written and verbal communication skills, maintain an energetic and positive attitude, and demonstrate a willingness to learn. Organizational skills, resiliency, flexibility, promptness, and the ability to anticipate needs are necessary in all tasks and responsibilities.

Wealth Advisor Responsibilities

• Build a strong understanding of the firm's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, and estate, tax, and philanthropic planning considerations.
• Develop and manage existing client relationships, including ongoing client contact and communications.
• Actively participate in the development of new business and networking opportunities.
• Implement financial plans for clients, including coordination of estate, insurance, and tax strategies.
• Work with the investment team to incorporate clients' investment strategies with their planning objectives.
• Demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.
• Communicate with Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of the firm's CRM to input related tasks.
• Monitor clients' asset allocations, portfolio rebalancing, and trade recommendations by working with the internal trading team.
• Adhere to firm policies and procedures to maintain compliance with SEC regulations.

Travel

• Occasional travel to client meetings or events.

Required Qualifications And Skills

• Bachelor's Degree from an accredited college or university.
• 7-10 years of experience in financial advisory services, with demonstrated ability to develop and manage existing client relationships and develop new business opportunities.
• CFP or CFA required.
• Self-motivated, highly driven, and entrepreneurial personality.
• Proven ability to network with prospective clients and centers of influence.
• Strong active listening and critical thinking skills.
• Demonstrated client-first attitude.
• Ability to act as a team player with strong coaching and leadership skills.
• Desire to work successfully in an intimate, fast-growing, entrepreneurial organization.

Physical Requirements

• Prolonged periods of sitting or standing at a desk and working on a computer.
• Must be able to access and navigate each department at the organization's facilities.

Benefits

• Comprehensive Health, Dental, and Vision coverage.
• 401(k) retirement plan with match and profit sharing.
• Twelve paid holidays each year.
• An extra vacation day during your birthday week.
• Responsible Time Off Policy, providing flexibility without annual PTO limits while balancing team responsibilities and business needs.
• Paid sabbatical program: Four consecutive weeks of paid time off after seven years of service.
• Compensation commensurate with experience.

Benefits Found in Job Post

• 401(k)