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Work Locations acceptable: Wilmington, NC
Position Summary:
Our client, an investment advisory company, is hiring a Wealth Advisor to join as an integral part of their team. The ideal candidate desires to work in a team environment, has a proven track record of success in managing client relationships, comfortable with more complex cases as well as clients with more basic needs. They are a great communicator, organized, enthusiastic, and a self-starter. The Wealth Advisor will primarily be responsible for providing ongoing client relationship management for a suite of comprehensive financial planning services, including retirement income planning, investment advice, insurance assessment, retirement plan consulting (business owners) and estate planning for existing and new clients already flowing to the firm. Secondarily, the role involves developing new client relationships for the team, working with the team internally on portfolio management decisions and documentation, ERISA plan management and presentations for corporate clients, compliance coordination and general practice managment.
Absolute Minimum Must Have’s / Experience / Requirements:
Industry/ Discipline Requirements:
Education Requirements:
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Full Time
$63k-94k (estimate)
06/17/2024
07/06/2024
humancs.com
SOUTH SAINT PAUL, MN
<25
2003
SUE ELLEN RIESE
<$5M
The job skills required for Wealth Management Advisor include Planning, Presentation, Financial Planning, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Advisor positions, which can be used as a reference in future career path planning. As a Wealth Management Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Advisor. You can explore the career advancement for a Wealth Management Advisor below and select your interested title to get hiring information.