Wealth Advisor
On-siteHurricane, West Virginia, United States
Job Summary
Develop personalized financial solutions by understanding client goals and providing unbiased advice on cash management, insurance, retirement, tax, estate planning, and investments. Manage client relationships through regular contact, meeting preparation, and strategy updates using eMoney and proprietary tools. Collaborate with the Investment Team to coordinate comprehensive wealth management strategies and actively participate in business development with prospective clients. Maintain expertise through continuous research of industry publications and macro-economic trends. This role supports a top RIA Wealth Management firm within a highly professional team delivering strategic advice.
Required Qualifications
- Bachelor's degree in Accounting or Finance
- 5+ years of relevant experience dealing with wealth management clients and/or services
- Certified Financial Planner (CFP)
- Working knowledge of planning strategies and solutions
- Ability to work in a team environment
- Comfortable leading the effort when called upon
- Knowledge of investments and macro-economics as they relate to clients' investment goals and objectives
- High attention to detail
- Strong written and oral communication
Desired Qualifications
- Experience in providing sound financial advice to a wide range of individuals
- Experience in cash management
- Experience in insurance analysis
- Experience in retirement planning
- Experience in tax & estate planning
- Experience in investment advisory services
- Experience in business planning
- Experience in education funding
- Prior experience with eMoney
- Prior experience with other proprietary planning tools
- Investment management, third party certification or licensing by relevant agency or association
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