Managing Director - Wealth Advisor
Charlotte, NC
3/9/2023
We are looking for a Managing Director - Wealth Advisor that will play a vital role in growing the Wealth Advice business in Charlotte, NC, as well as supporting our current & future clients.
Summary:
The Managing Director - Wealth Advisor will provide the highest level of client experience through personalized wealth services to clients in a collaborative team environment. This role is responsible for serving current relationships and leading the development of new client relationships, building and leading the Wealth Advisory Team, in addition to a variety of tasks including those listed below:
Responsibility Details:
• Evaluates needs of potential clients and offers appropriate financial products and services.
• Generates new business to assist in meeting team goals:
o Attend Business Development team meetings prepared to contribute.
o Collaborates with banking team regarding Wealth referrals.
o Conducts business development calls on prospective and current clients to assist in meeting established team goals.
• High focus on client service:
o Relationship management for existing clients, including ongoing and regular client contact and communication with meaningful substance.
o Providing a high level of responsiveness returning calls and emails regarding client inquiries.
• Responsible for providing advice on topics such as personal finance and wealth management – particularly in areas of investments, retirement, cash flow, charitable endeavors, education planning, insurance and estate planning.
• Provide education to the client on the offered investment strategies and conduct client reviews.
• Informs and advises clients of status or enhancements to current portfolio performance and activities within their wealth accounts.
• Promotes and educates clients on established services and collaborates with Banking and Advisory Services to meet client needs.
Qualifications and Skills:
• Bachelor’s degree required
• 7+ years of experience in the financial industry
• CFP, CFA, MBA, or JD would add value to this role
• Proficiency in Black Diamond, eMoney, and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform preferred
• Proficiency in Microsoft Office suite is required
• Excellent Communication Skills – verbal, written, listening
• Team focused (collaborative, works well with others, supports team goals)
• Holistic approach to advising clients & providing solutions
• Drive to source, win, expand relationships
• Knowledgeable/Credible within their field (through experience, education, credentials in applicable area)
• Organizational skills
• Ability to utilize technology resources
Summary:
The Managing Director - Wealth Advisor will provide the highest level of client experience through personalized wealth services to clients in a collaborative team environment. This role is responsible for serving current relationships and leading the development of new client relationships, building and leading the Wealth Advisory Team, in addition to a variety of tasks including those listed below:
Responsibility Details:
• Evaluates needs of potential clients and offers appropriate financial products and services.
• Generates new business to assist in meeting team goals:
o Attend Business Development team meetings prepared to contribute.
o Collaborates with banking team regarding Wealth referrals.
o Conducts business development calls on prospective and current clients to assist in meeting established team goals.
• High focus on client service:
o Relationship management for existing clients, including ongoing and regular client contact and communication with meaningful substance.
o Providing a high level of responsiveness returning calls and emails regarding client inquiries.
• Responsible for providing advice on topics such as personal finance and wealth management – particularly in areas of investments, retirement, cash flow, charitable endeavors, education planning, insurance and estate planning.
• Provide education to the client on the offered investment strategies and conduct client reviews.
• Informs and advises clients of status or enhancements to current portfolio performance and activities within their wealth accounts.
• Promotes and educates clients on established services and collaborates with Banking and Advisory Services to meet client needs.
Qualifications and Skills:
• Bachelor’s degree required
• 7+ years of experience in the financial industry
• CFP, CFA, MBA, or JD would add value to this role
• Proficiency in Black Diamond, eMoney, and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform preferred
• Proficiency in Microsoft Office suite is required
• Excellent Communication Skills – verbal, written, listening
• Team focused (collaborative, works well with others, supports team goals)
• Holistic approach to advising clients & providing solutions
• Drive to source, win, expand relationships
• Knowledgeable/Credible within their field (through experience, education, credentials in applicable area)
• Organizational skills
• Ability to utilize technology resources