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Wealth Adviser

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The Execu | Search Group

2021-12-03 09:03:09

Job location West Palm Beach, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

An investment advisory firm in Florida is actively seeking a dedicated and driven professional to join their staff as their new Wealth Adviser.

Responsibilities

The Wealth Adviser will be responsible for:

  • Developing and engaging various business divisions to educate on RIA services to develop relationships
  • Meeting with prospects to understand prospect's needs and present firm's UVP
  • Partnering with Client Service team to contract new client
  • Maintaining regular contact / reviews with client based on their preferred contact schedule
  • Providing financial planning using E=Money software
Qualifications
  • Bachelor's degree in a business-related field
  • 4+ years' experience in a client-facing, planning, and relationship management role
  • Series 65 or 66
  • CFP
  • Proficiency with computer platforms and applications
  • Strong attention to detail
  • Ability to multitask
  • Excellent communication skills
  • Strong interpersonal skills

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