Senior Wealth Advisor

Senior Wealth Advisor About the Company Dynamic provider of investment advisory services

Industry
Investment Management

Type
Privately Held








About the Role The Company is seeking a Senior Wealth Advisor to join their team. The successful candidate will be tasked with the primary responsibility of attracting and closing prospective high-net-worth and ultra-high-net-worth clients. This role requires a professional with a strong business development track record, capable of leveraging their networking and business development abilities to engage with potential clients. The Senior Wealth Advisor will work closely with a service advisor in the region to manage client relationships and ensure that the client's financial needs are met. Key responsibilities include preparing for and attending prospective client meetings, drafting investment recommendations, and reallocation plans, as well as monitoring and analyzing investment performance.

Applicants for the Senior Wealth Advisor position at the company should hold a BA/BS degree, with an advanced degree and/or CFP/CFA certification strongly preferred. A minimum of 5 years' experience in a business development focused advisory role is required. The ideal candidate will be self-confident, possess a high entrepreneurial spirit, and be enthusiastic about their work. They should also be highly organized, detail-oriented, and capable of managing and prioritizing multiple tasks in a fast-paced, demanding environment. The role demands an individual who can work effectively under pressure and meet deadlines, ensuring the highest level of service and client satisfaction.




Travel Percent
Less than 10%

Functions FinanceOperations