What are the responsibilities and job description for the Wealth Advisor (High-Net Worth Clients) position at TSNpartners?
Summary:
Our established client is seeking a Wealth Advisor to join their firm. Our award winning client has a track record of success and growth with the opportunity to work closely with the Firm's executive leadership.
The Firm has a diverse, open architecture investment offering including traditional investment strategies and vehicles as well as hard to source, alternative and private investment opportunities. Extensive support and infrastructure provided via established head office team.
This is a great opportunity to work at a well established and growing company in a high-visibility role.
Responsibilities:
- Focus on developing and growing comprehensive high touch HNW relationships
- Provide strategic advice across a variety of financial products and services
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc.
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals.
Required Skills and Experience:
- Wealth Advisor, or Financial Advisor experience
- Must have extensive experience working with high-net worth (HNW) clients
- Must have an established track record of developing new business / new clients, and ideally a portable book of business and assets under management (AUM) that can be brought to a new organization
Job Type: Full-time
Pay: $100,000.00 - $130,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Application Question(s):
- How long you've been working as a Wealth Advisor?
- How many years of experience do you have working with High-Net worth clients?
- What does your current book of business look like in terms of AUM, would your relationships naturally follow if you switch roles?
- Are you willing to work on a hybrid schedule in Cleveland, OH?
- How much is your target salary on a W2?
Work Location: Remote
Salary : $100,000 - $130,000
