Senior Wealth Advisor

Source and acquire new clients to build business
Use CPP generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process
Follow up with prospective clients, maximize relationships, create referrals and referral partnership
Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan
Develop and maintain a base of clients who value your input and guidance
Work with clients to keep their financial plans current and aligned with their goals
Maximize relationships, create referrals and keep Sales Force updated
Research industry guidelines. Stay up to date with current events and market trends
Comply with current policies and procedures for financial, investment, tax and insurance industry

• At least 5 years of Financial Services industry experience
• At least 3 years of experience as a planning-based Advisor
• FINRA Series 65 License or 7 and 66
• Proficient in MS Office Suite and CRMs
• CFP designation is preferred

Demonstrates expertise in financial planning and client relationship management, leveraging strong analytical skills to develop tailored financial strategies. Proficient in utilizing CRM systems and maintaining compliance with industry regulations.

• Financial Services Industry Experience
• Planning-Based Advisor Experience
• FINRA Series 65 License
• CFP Designation
• Proficient in MS Office Suite

• Financial Planning
• Client Relationship Management
• Lead Generation
• Financial Analysis
• Sales Force Proficiency

• Communication
• Relationship Building
• Analytical Thinking

• FINRA Series 65 License
• CFP Designation

• Wealth Management
• Investment Strategies
• Tax Compliance
• Insurance Industry Guidelines
• Market Trends

• Sales Force
• MS Office Suite
• CRM Systems