Seeking an experienced advisor to work with high-net-worth clients. In this role, advisors will build internal support from existing colleagues, develop new business with internal and external clients, coordinate client engagement teams serving existing clients, and manage current client relationships effectively over a long period. Lead practice development activities: meeting and networking with potential clients to identify new opportunities and grow practice. Coordinate and implement comprehensive financial plans that include estate, retirement, tax, and insurance considerations and discuss options with clients.
Undergraduate Degree and CFP® expected, CPA, CFA, or JD preferred. 10+ years in the wealth management or financial services related industry. Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems. Strong knowledge of capital markets and portfolio management. Ability to support the presentation of material to clients and prospective clients as part of a team.