Private Wealth Advisor

Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second Chair), their goal is to grow the business through onboarding new clients and households. While still responsible for servicing a curated book of business and attaining a 97% or higher client retention rate, they will primarily be measured on annual goals associated with significant firm growth. The Advisors will spend approximately 80% of their time dedicated to business development and 20% servicing their existing book, leaning heavily on their Second Chair for service support. Essential Functions Identify and acquire new clients through networking, referrals, and proactive outreach Develop and implement strategies to grow and capitalize on opportunities from current clients to increase both insurance premium production and AUM Lead client meetings, presenting comprehensive financial planning including investment strategies and risk management for up to 150 client households Provide white-glove service to existing clients, striving for a 97% client retention rate Partner with their Second Chair to record case notes, document meeting outcomes, and follow-up on action items in a timely manner Collaborate with the Planning Team to create and implement personalized financial plans for top clients Leverage all Northwestern Mutual approved artificial intelligence (AI) regularly Deliver presentations and conduct meetings with prospects to assess their financial needs and propose suitable solutions Required Education and Experience Bachelor’s degree in Business, Finance, or a similar field, or commensurate work experience required FINRA SIE, Series 7, and Series 63 or 66 required (or ability to obtain) MN Life & Health Insurance license required (or ability to obtain) MN Variable Life Insurance License required (or ability to obtain) CFP required (or ability to obtain) ChFC, CLU, and/or RICP preferred 5 years of experience as a Financial Advisor, Client Service Manager, Private Wealth Service Advisor, or a related discipline, with progressively elevated roles required Attention to detail and accuracy required Personable, with the ability to build rapport and trust quickly Self-motivated with the ability to work both independently and as part of a team High level of professionalism and client service orientation Excellent written and verbal communication and presentation skills Proficient in the utilization of Microsoft Office Suite #J-18808-Ljbffr Financial Planning, Inc.