Senior Wealth Advisor

Senior Wealth AdvisorAbout the CompanyBoutique wealth management firmIndustryHealth, Wellness and FitnessTypePrivately HeldAbout the RoleThe Company is seeking a Senior Wealth Advisor with a CFP designation to join their team. The successful candidate will be responsible for developing and managing client relationships, with a strong emphasis on proactive, face-to-face communication and relationship building. An entrepreneurial mindset is essential for this role, as the advisor will be expected to drive business growth by acquiring new assets from both existing and new clients. Key responsibilities include leading financial planning, investment management, and addressing all client relationship needs. The role also requires the ability to effectively communicate investment strategy, planning solutions, and the overall value proposition to clients. Applicants must have 3-5 years' of direct experience in a planning role, and a CFP designation is mandatory. The ideal candidate for this position at The Company will possess a client service mentality, be a self-starter, and demonstrate a strong sense of urgency. Exceptional communication and presentation skills are a must, as is the ability to deliver a great client experience by coordinating internal and external resources to provide comprehensive wealth management solutions. The role involves collaborating with clients to ensure that all action items are executed and documented, and the advisor will be expected to have a strong focus on client service and satisfaction.Travel PercentLess than 10%FunctionsFinanceOperations