Client Advisor

Client Advisor

We are seeking a highly skilled and experienced Client Advisor to join our team. The ideal candidate will possess a strong background in financial planning and client management.

The Client Advisor manages and participates in client relationships by building rapport, assessing clients' financial planning and investment needs. The Client Advisor must be experienced using Money Guide Pro and eMoney. The Client Advisor works with portfolio managers to construct and implement the appropriate investment strategies for each client account. This position is responsible and accountable for the team's work in critical aspects of a client relationship as well as compliance with the Firm's procedures and best practices.

The responsibilities include developing and implementing comprehensive financial plans tailored to clients' needs and goals, managing client relationships with guidance from and in partnership with Portfolio Managers, assessing clients' investment and planning needs and preferences, coordinating with Portfolio Managers to define, construct and implement the appropriate investment strategy, monitoring and reviewing clients' financial plans regularly to ensure they remain aligned with their goals, managing certain client relationships to build rapport and to satisfy the client's needs, collaborating with colleagues focused on business development by referring appropriate prospects from intermediaries and participating in sales presentations, working on development of new business through additions and referrals from existing clients, as well as other sources, and reporting to Head of Office daily.

The ideal candidate will bring extensive experience in financial planning, estate planning, and tax matters, proficiency with financial planning software such as Money Guide Pro and eMoney, strong familiarity with the markets as well as generational and financial planning issues, consistently strong commitment at the team level, department level and Firm Level, experience as both a Sole Contributor and a team player, comprehensive knowledge of wealth management industry products and services, ability to distill financial planning and investment strategies into an effective client presentation, ability to counsel clients on personal and planning-related issues, ability to establish and maintain client trust, and proven commitment to ethics and client confidentiality.

Education and experience requirements include a Bachelor's degree and advanced degree (MBA, JD, MS in Finance, etc.) and 5+ years of related experience working as a financial planner, with high-net-worth individuals and families.

Licenses and credentials required include relevant industry designation (CPA, CFP, CFA, etc.) and Series 65 license.

Proficient in Microsoft Excel, Word, PowerPoint, Outlook, CRM systems, and financial planning software and tools such as Money Guide Pro and eMoney.

Compensation range is USD $/Yr.

- USD $/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more!

About Stifel: 1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client's specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel's clients.

The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.

1919 Investment Counsel is an Equal Opportunity Employer.