What are the responsibilities and job description for the Wealth Advisor position at Alcove Private Wealth?
A unique opportunity to join a growing firm as an integral part of their legacy plan.
Summary : The Wealth Advisor manages existing client relationships, either working with a Senior Wealth Advisor or on their own. Wealth Advisors are mainly focused on servicing existing clients but will have some responsibility to develop new client relationships.
Duties and Responsibilities :
- Oversee and support staff in pre-client meeting preparation
- Monitor and follow-up with all action items from client meetings
- Assist with planning, analysis, and investments; consulting with senior advisor on complex issues
- Independently service existing clients and maintain strong relationships
- Grow existing relationships by adding more assets under management, identifying opportunities for more services and identifying referrals
- Develop new client relationships primarily from referrals of existing clients as well as by developing their own referral sources
- Strive to add $2,000,000 in NNA per year
- Prepare and update financial plans
- Prepare and present insurance cases
- Develop asset allocation strategies
- Evaluate, maintain and rebalance investment models
- Maintain relationships with investment partners
- Be open to a flexible work schedule which may include some evenings and an occasional weekend day.
- Other duties may be assigned.
Education / Experience :
Certificates and Licenses :
Knowledge, Skills, and Other Abilities :
Salary and Benefits :
Salary : $95,000 - $115,000