Inv Strat Tm Wealth Advisor
$48,000–$48,000 year
On-siteIndianapolis, Indiana, United States or Evansville, Indiana, United States
Job Summary
Manage a portfolio of client relationships by conducting regular meetings to review goals, financial information, and investments. Assess client risk tolerance and return goals to construct, rebalance, and modify investment portfolios based on changing circumstances and market conditions. Maintain in-depth knowledge of economic and financial conditions to provide accurate advice throughout the business cycle. Create comprehensive task plans to achieve team goals, adjust priorities to meet deadlines, and regularly review progress. Build and develop a robust sales pipeline while acquiring and retaining clients within the mass affluent segment.
Required Qualifications
- Bachelor's degree in finance, Business, or related field
- 3 years of retail or institutional wealth/investment experience
- Strong relationship building skills including verbal and written communication skills
- Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
- Excellent sales and closing skills
- Series 6 or 7 licenses to sell brokerage products
- Series 65 to use fee-based accounts
- State Life and Health Insurance Licenses
- Ability to build and develop a robust sale pipeline
Additional Requirements
- We do not accept resumes from external staffing agencies or independent recruiters unless we have an agreement signed by the Director of Talent Acquisition.
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