Senior Wealth Advisor

Proven leader who will serve as the principal contact with clients. This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies.

The ideal candidate will have extensive impact/mission related investing expertise. The Senior Wealth Advisor is responsible for maintaining the ongoing relationships and leading in the development of new client relationships.

Duties + Responsibilities Managing the overall delivery of the wealth management services to the client. This will involve maintaining regular communication with the client, and working in consultation with the client’s other advisors. In addition, this position will oversee a group of client support personnel, including analysts and administrators in delivering investment management, tax, financial planning, and other pertinent financial services.

Client Service

Extensive communication with clients and their advisors

Ability to discuss investment performance, economic and market trends

Presentations to clients on financial and tax planning options and opportunities

Direct consultation with attorneys, accountants and other advisors on financial, tax and estate planning

Client meeting planning, facilitation and presentation

Develop and/or deliver private wealth education sessions to clients and staff

Financial Planning

Develop knowledge of client’s entire financial and family situation and be able to structure a goals based investment and financial plan

Ability to discuss estate planning and work with internal and external resources to meet estate planning goals of the client

Understand and coordinate income tax planning and work closely with client tax advisors

Evaluate and discuss options to meet client philanthropic goals

Seek to establish a level of trust and confidence with the client so that any financial issue can be addressed and solutions offered

Investment Management

Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements

Implementation of investment plans

Translate investment policy to individual investment objectives

Monitor manager performance versus benchmarks and develops insights for clients regarding key contributors and detractors

Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to rebalance

Reviews portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) quarterly

Present alternative investment ideas to clients

Manage investment transition for new clients

Provide recommendations to individuals and family foundations enabling them to fulfill their goals related to mission/impact investing

Evaluate large holdings for performance relative to the overall portfolio and plan strategies for diversification

New Business Development and Marketing

Develops leads and referrals from current clients and outside contacts

Seek to increase current accounts through additions to AUM

Offer value-added fee-based services

Participate in sales meetings with prospective clients

Represent our investment philosophy and views to colleagues, clients and prospects

Required Skills + Qualifications

Exceptional understanding of the full range of investment expertise in wealth management and related products, services and processes – Ability to operate in an autonomous and entrepreneurial environment

Ability to foster teamwork and motivate colleagues

Capacity to work with demanding clients and diverse groups of people

Client-centered focus

Excellent strategic thinking ability

Excellent consultative skillsont>

Strong written and verbal communication skills

Self-confidence, personal integrity, credibility

Skilled at analyzing and solving problems

Results driven team player with entrepreneurial spirit

Demonstrates and promotes integrity and dignity of the individual in an environment of mutual trust and respect

Exhibits a commitment to lifelong learning

Demonstrates a servant-leadership mindset toward all

Encourages a direct and positive relationship between community and company

Maintains the utmost discretion in working with sensitive and confidential information

Required Education + Certifications

Master’s degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration)

15 years of related experience; or an equivalent combination of education and experience

At least one CFP, CPA, CFA or CIMA certification; extensive knowledge of certifications not earned

Extensive leadership, communication and coaching classes (Coaching for Results, Meeting Facilitation, Leadership 360, etc.)

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