Job Description
Job Description
GENERAL JOB DESCRIPTION
Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high-net-worth individuals. The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client’s professional advisors.
This is a hybrid position that can be located out of our New Castle, PA office or Independence, OH office.
MAJOR DUTIES AND RESPONSIBILITIES
- Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.
- Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
- Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.
- Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
- Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals. Present to clients and collaborate with their attorneys and other professional advisors to implement.
- Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.
- Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
- Participate in building new client relationships in collaboration with strategic partners.
- Drive discussions and action items related to portfolio management, trading, and rebalances in client portfolios.
- Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.
- Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models.
- Tailor and communicate highly technical concepts and action plans in a straightforward manner to allow clients to clearly understand their financial plans and investment portfolios.
- Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, long-term client relationship development, etc.
- Impact firm marketing efforts through the writing of technical articles, white papers, etc.
EXPERIENCE/CREDENTIALS
- 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience.
- Bachelor’s degree in Accounting or Finance preferred.
- Certified Financial Planner (CFP)
- eMoney experience (or something similar) is preferred.
- Investment management, third party certification or licensing by relevant agency or association an added plus
COMPETENCIES
- Working knowledge of planning strategies and solutions
- Ability to work in a team environment, but also comfortable leading the effort when called upon.
- Knowledge of investments and macro-economic as they relate to clients’ investment goals and objectives.
- Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
- High attention to detail
- Strong organizational, written and oral communication skills
FEATURED BENEFITS:
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement