Senior Wealth Advisor
Senior Wealth Advisor
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Small Dynamic Multi-Family Office seeks a Senior Wealth Advisor to pursue and acquire Investment Management clients
Key Responsibilities:
- Business Development (75%): Identify and pursue prospective clients through targeted outreach networking and marketing initiatives to drive firm growth
- Client Relationship Management (25%): Build and maintain long-term relationships by understanding each clients financial goals needs and risk tolerance
- Financial Planning: Create and implement tailored financial strategies including retirement investment and estate planning aligned with clients objectives
- Investment Advisory: Provide informed investment recommendations based on market trends client goals and risk profiles
- Portfolio Management: Oversee client portfolios make strategic adjustments and deliver regular performance updates
Qualifications:
- 58 years of relevant experience in financial advising wealth management or a related field
- Proven track record of success or a clear vision strong drive and a solid plan to achieve it
Opportunity:
- This role offers a potential pathway to future ownership of the firm for the right individual demonstrating leadership performance and commitment
Relocation Assistance Available!
Required Experience:
Senior IC
Employment Type
Advisor
