Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The Financial Advisor role may be for you.
The Financial Advisor focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.
Scope of the Role:
As a Financial Advisor, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Financial Advisor will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
Requirements
You are helping families grow, manage, and protect their assets by:
• Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity
• Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs
• Using sophisticated planning software to build, analyze, and deliver personalized plans for clients
• Guiding and implementing financial plans into the appropriate solutions based on client goals
• Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer
• Driving loyalty, share of wallet, and referrals from existing customers
• Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning