Senior Wealth Advisor

Selby Jennings has partnered with a tech driven wealth management firm that builds software to automate and efficiency for wealth managers so they are then able to focus more on building relationships with their clients.

The Role

The Senior Wealth Advisor role is a critical role to the business and they shape themselves in the Fintech industry. In this role you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating a pipeline of qualified high net worth prospective clients. You will also work closely with M&A and Product team to ensure the platform is continuously improving and attractive to wealth managers like yourself.

What You'll Do

• Develop new client relationships and support BD efforts.
• Gather client data to understand and define their financial planning and investment needs / objectives.
• Advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
• Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations.
• Work with third-party providers in tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively.
• Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans.

Qualifications : Must Have

Bonuses :

Benefits We Provide