As a Wealth Advisor, you will be responsible for providing comprehensive financial advice and investment management services to high-net-worth individuals and families. You will work closely with clients to understand their financial goals and develop customized wealth management strategies to help them achieve their objectives.
DUTIES & RESPONSIBILITIES:
- Develop and maintain relationships with high-net-worth clients, serving as their primary point of contact for all financial matters
- Conduct in-depth financial analyses to understand clients' financial goals, risk tolerance, and investment preferences
- Develop customized wealth management plans that align with clients' objectives and risk tolerance
- Provide investment management services, including portfolio construction, asset allocation, and ongoing portfolio monitoring
- Work with clients to create estate plans and coordinate with estate planning attorneys, tax advisors, and other professionals as necessary
- Provide regular updates to clients on portfolio performance, market trends, and other relevant financial news
- Conduct regular reviews of clients' financial plans to ensure they remain aligned with clients' goals and objectives
- Continuously stay up-to-date on industry developments, financial news, and investment trends
- Participate in business development activities to attract new clients and expand the firm's business.
- Bachelor's degree in finance, economics, accounting, or related field; MBA or CFP designation preferred
- At least 5 years of experience in wealth management, investment banking, or a related field
- Strong knowledge of financial planning, investment management, and estate planning strategies
- Proven ability to develop and maintain long-term relationships with high-net-worth clients
- Excellent communication skills, including the ability to explain complex financial concepts in simple terms
- Strong analytical and problem-solving skills, with the ability to develop customized financial plans for clients based on their individual needs and goals
- Knowledge of relevant industry regulations and compliance requirements.