Wealth Advisor - Relationship Management

Summary :

Our award-winning client is seeking a Wealth Advisor to join their team. We are seeking an individual to assume the pivotal role of a primary relationship manager and investment professional, responsible for key client relationships. The primary focus is on fostering client loyalty, expanding wallet share, and generating client referrals.

Responsibilities :

• Lead investment and financial planning services for clients, aiming to retain and expand wallet share through existing clients or external referrals.
• Deliver exceptional service, creating an extraordinary client experience while assisting them in achieving their long-term financial goals.
• Collaborate with business development advisors in final prospect meetings and articulate the investment and planning process in sales presentations.
• Coordinate and participate in client events, concentrating on specific wealth topics of interest.
• Develop and present client-focused advice solutions.
• Execute client servicing standards by scheduling, preparing, and conducting periodic client meetings, including financial planning analysis, investment recommendations, and portfolio reviews.
• Manage client portfolios by the company model and target allocations.
• Stay updated on clients' wealth management issues and needs, anticipating unspoken needs.
• Cultivate client relationships across generations, emphasizing familial connections and generational planning.
• Provide coaching, mentoring, and development support to associate and support advisor roles.
• Maintain comprehensive records in the customer relationship management system, capturing all client interactions.
• If applicable, refer business to other divisions at the client and company.
• Assume additional responsibilities as needed.

Required Qualifications :