Senior Wealth Advisor Job Description Template
Our company is looking for a Senior Wealth Advisor to join our team.
Responsibilities:
- Developing business through retail custodial branches and institutional clients;
- Representing the firm in a positive and professional manner;
- Developing new client relationships through contacts and networking;
- Ongoing advice and consultation with clients to earn and maintain confidence as trusted advisor;
- Servicing and advising clients relative to their wealth management and investment needs;
- Lead activities to provide the following for client relationships: Comprehensive wealth planning that is customized to clients’ needs;
- Proactive communication and impeccable level of client service.
Requirements:
- Ability to handle multiple tasks and shifting priorities;
- A positive attitude and high energy level;
- Strong management and organizations skills;
- Must be a current practitioner with current or previous leadership experience;
- Experience with high net worth clients;
- Bachelor’s degree (prefer finance or related field); Master’s degree is preferred;
- CFP or CFA designation strongly preferred;
- At least 8+ years of experience in financial planning/holistic wealth management;
- Demonstrated strong presentation, analytical, interpersonal, relationship management, and written and verbal communication skills.