Senior Client Advisor
Senior Client Advisor at Sandy Cove Advisors
Background: Sandy Cove Advisors is a South Shore based boutique wealth advisory firm with a growing business. We are a progressive and innovative firm working with a select group of clients. We nurture relationships by working closely with clients and guiding them through their financial lives.
We pride ourselves on our team-oriented environment, collaborative approach and high touch client service. We are looking to add a motivated, passionate advisor with exceptional people and communication skills.
Job Summary: The Senior Client Advisor is responsible for developing and maintaining client relationships through proactive client communication and management of client accounts. The Advisor will also be responsible for providing investment and financial planning advice and must be familiar with estate planning strategies and concepts for our wealth management prospects and clients. This advisor will be responsible for 30-40 existing family relationships. This role also has the potential to progress into a managerial role.
Responsibilities, Duties, and Accountabilities:
- Serve as lead advisor, manage, and maintain active communication with current and prospective clients Interface with clients on investment strategy, asset allocation or capital markets outlook Conduct client discovery, implementation and review meetings with skill, professionalism, honesty, and integrity at all times Prepare for client meetings and provide continuous follow-up and maintenance of client relationships Collaborate with clients’ other professionals and advisors Positively represent the firm’s commitment to exceptional client service Make client feel cared for and at ease, ask relevant questions, actively listen, and confidently handle client questions.
- Research, plan, design, recommend, and monitor customized financial plans to clients based on their objectives, resources, time horizons, risk profiles and preferences. Monitor progress of the firm’s client’s plans and schedule follow-up meeting, as needed, with clients to ensure success of their plan Master and become expert in the use of the firm’s financial planning software, eMoney. Mentor our associate planner
- Bachelor’s degree from an accredited college or university required CFP required CFA or studying towards is appreciated, but not required 5-10 years’ experience working with high-net-worth individuals Detail orientated with strong written and verbal communication skills
- Ability to work as a team player as well as an individual contributor
Sandy Cove is an Equal Opportunity Employer. We offer a generous benefits package including 401(k), profit sharing, health benefits, etc.