Experienced Wealth Management Advisor

Experienced Wealth Management AdvisorAbout the CompanyJoin a well-regarded wealth firm dedicated to helping clients achieve their financial goals.IndustryFinancial ServicesTypePrivately HeldAbout the RoleThe Company is actively seeking an Experienced Wealth Management Advisor who holds a CFP designation to enhance our team. In this exciting role, you will deliver advanced financial planning services to a distinguished clientele of high-net-worth and ultra-high-net-worth individuals. We are looking for a seasoned advisor with a proven track record in business development. Your primary responsibilities will include:Building and nurturing strong client relationships.Engaging in proactive business development initiatives.Leading the introduction of comprehensive financial planning, estate, tax, and retirement strategies to potential clients.Serving as the main contact for clients' day-to-day needs and conducting formal reviews.Collaborating with our client support team to deliver an exceptional client experience.To excel in this role, you should have a minimum of 10 years’ experience in an investment consulting/management firm, family office, or RIA, along with your CFP designation. An advanced degree is preferred. Exceptional organization, attention to detail, and the ability to manage multiple priorities in a fast-paced environment are key traits we seek. Proficiency with CRM, financial planning software, and portfolio accounting software is essential.The Experienced Wealth Management Advisor will lead client meetings, manage account administration, and ensure thorough execution and documentation of client action items. This position is perfect for a professional eager to commit long-term to a rewarding career in wealth management.Travel PercentLess than 10%FunctionsFinanceOperations