Senior Wealth Advisor

3 days ago Be among the first 25 applicants

This range is provided by Gateway Group Personnel. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$80,000.00/yr - $/yr

Direct message the job poster from Gateway Group Personnel

This candidate will provide financial planning and investment advisory services to current and future clients of the firm. This professional will need to have extensive knowledge and experience in providing advisory services to high-net-worth individuals and businesses, including the ability to analyze individual, business and organizational assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives and goals. You must also be able to create comprehensive financial plans, implement investment strategies, and confidently communicate these recommendations to clients.

The candidate must be able to form close, trusting relationships with a diverse group of clients.

• Regular communication with large group of existing clients, including phone calls and meetings
• Update financial plans and record all notes and changes in the company CRM
• Manage investment portfolios of clients based on their financial plan
• Must service clients with a confident yet kind approach, and be adaptable to client needs through excellent communication skills
• Must have the ability to quickly create trust with clients
• Monitor client account activity, research, and resolve any issues

• CFP® with 3+ years of client facing experience
• Bachelor’s degree or equivalent industry experience
• Exceptional client service skills and ability to communicate effectively

• Mid-Senior level

• Full-time

• Finance

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