Wealth Advisor - Relationship Management
$100,000–$100,000 year
On-site · King of Prussia, Pennsylvania, United States
Job Summary
Wealth Advisor focusing on primary relationship management and investment/financial planning services to retain and expand wallet share through existing clients and external referrals. Responsibilities include leading investment and financial planning services, delivering exceptional client experiences, collaborating with business development advisors in prospect meetings, presenting investment and planning processes, coordinating client events, developing client-focused advice solutions, conducting periodic client meetings with financial planning analysis, investment recommendations, and portfolio reviews, managing client portfolios per company model and target allocations, staying ahead of clients' wealth needs, fostering multigenerational planning, coaching and mentoring associate and support advisor roles, maintaining comprehensive CRM records, and referring business to other divisions as appropriate.
Required Qualifications
- Bachelor's Degree in business, finance, or a related field
- Experience in managing client household investments and financial planning
- Proven track record of retaining and developing client relationships through a consultative approach
- Series 7, 66, or 63/65 registration
- CFP preferred; CFA or CPA also desirable
- Experience in managing the sales cycle utilizing CRM systems, preferably Salesforce
- Strong presentation skills for individuals or large groups
- Influencing skills to drive results while collaborating with internal partners
- Coordination and partnership with other team members
- In-depth knowledge of investments and capital markets
- Experience in positioning and connecting various solutions
- Familiarity with financial statements and advanced financial planning software
- Self-starter with the ability to set priorities, manage responsibilities, and exceed client expectations
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