Senior Wealth Advisor

Location
Independence, OH
Salary
$100k annual salary plus revenue-sharing and benefits
Posted
May 29, 2019
Closes
Jun 28, 2019
Employment Type
Full Time
Education
Bachelors

Senior Wealth Advisor

Role – The Senior Wealth Advisor (SWA) is responsible for providing financial planning services and investment solutions to the firm’s clients.

Responsibilities & Activities:

  • Present planning and investment solutions and recommendations to clients
  • Participate as a key member of the investment committee in shaping the firm’s portfolios
  • Actively cultivate relationships with clients and prospects through proactive communication
  • Develop new business generation ideas for existing clients and prospects such as insurance and estate planning strategies
  • Investigate and implement sophisticated strategies for HNW clients and business owners
  • Manage clients’ portals and financial plans and respond to any aggregation or user issues that arise
  • Work closely with senior management to execute on various growth initiatives
  • Knowledge, Skills & Abilities:
  •  
  • Extreme attention to detail
  • Excellent interpersonal skills
  • Positive attitude and an extraordinary client service orientation
  • Excellent organizational and time management skills
  • A burning desire to succeed
  • An ability to handle multiple projects and meet timelines
  • PREFERRED: CFA or CFP designation