Senior Wealth Advisor

Job Description

Job Description

Senior Wealth Advisor at Confidential Firm

About the Firm

The hiring firm is an SEC registered investment advisor firm dedicated to providing intricate wealth solutions and strategies to high-net-worth clients. They are a collaborative and mission-driven organization, dedicated to empowering clients to achieve meaningful and transformative financial goals.  As the firm grows, it is seeking team members who share its passion for building lasting client relationships and delivering exceptional value.

About the Role

As a Senior Wealth Advisor, you will play a critical role in client retention and growth by addressing client's evolving financial needs and providing consistent value. This role focuses on providing exceptional service, education, and support to ensure clients reach their financial goals. If you’re passionate about helping people achieve financial success and thrive in a supportive, relationship-focused environment, this opportunity is for you.

Key Responsibilities

• Build and maintain strong, long-term relationships with existing clients
• Foster trust and ensure client satisfaction to encourage retention and loyalty
• Provide ongoing adjustments and recommendations based on changes in clients circumstances or financial markets
• Ensure clients receive high-quality, personalized service by promptly responding to inquiries and requests.
• Coordinate with internal teams to execute client transactions, account maintenance and financial plan updates.
• Maintain accurate and up-to-date records of client interactions, financial plans and recommendations
• Facilitate seamless communication between clients and the firm's specialists

Skills :

Requirements :

Compensation and Benefits :

If you’re ready to make a meaningful impact by empowering clients and fostering growth through trusted relationships, please apply!

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