Wealth Advisor

• Ability to establish client investment objectives including risk tolerance asset allocation and cash requirements
  
• Work with the Investment team to identify and implement an appropriate investment strategy for each client based on their goals objectives and risk tolerance.
  
• Work with clients to develop individual investment objectives
  
• Monitor investment performance versus benchmarks and develops insights for clients regarding key contributors and detractors
  
• Monitor client accounts on a quarterly basis relative to policy and goals
  
• Reviews portfolio issues (i.e. taxes liquidity events etc.) quarterly
  
• Manage investment transition for new clients
  
• Communicate and collaborates with the Investment Team regarding investment strategy and client portfolio structure
  
• Provide recommendations to individuals and families enabling them to fulfill their financial goals
  
• Identify insurance needs for clients and assess proper solutions
  
• Work with investment team as needed for client proposals assessing risk tolerance and identifying appropriate investment strategies
  
• A firm resource to develop financial plans as needed
  
• Develop a knowledge of the client s entire financial and family situation and be able to structure investment and financial plans
  
• Ability to discuss estate planning and work with internal and external resources to meet the estate planning goals of the client
  
• Direct consultation with attorneys and accountants on financial tax and estate planning
  
• Client meeting planning facilitation and presentation
  
• May be assigned to larger and more complex books of business
  
• Compliance with all industry rules and regulations and firm policies
  
• Other duties as assigned
  

Requirements

• Bachelor s degree from an accredited college or university
  
• Minimum 5 years relevant experience within financial services wealth management preferred
  
• Strong organization and communication skills
  
• CFP required
  
• Competence with industry software to include CRM Portfolio Management system MS Office custodial platform