Senior Wealth Advisor

Job Description

The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.

Manage accounts of high-net-worth investors and jointly develop financial strategies with the Private Bankers.

Conduct sophisticated economic and financial market analyses.

Analyze economic trends/activities and advise the effects on the investors' portfolios

Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.

Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.

Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

6-10 years of experience

Minimum AUM requirement is $70 million

Bachelor's/University degree, Master's degree preferred

US: Registered FINRA Series 7. In addition, Series 66 (or Series 63 and 65) is required for CGMI.

Group 1 insurance

Proficient in software applications (ex. Microsoft Word, Excel)

Knowledge of Bloomberg a definite asset

Ability to communicate with co-workers and clients.

Excellent written and communication skills.

Strong financial background