Wealth Advisor

As a Wealth Advisor at Alison Wealth Management, you are a key leader driving the firm's growth and excellence in client service. Your primary responsibilities encompass business development to attract new clients, increasing assets under advisement from existing clients, providing leadership and strategic direction, developing employees, and formulating strategies to best serve our clients. Your role is pivotal in shaping the firm's success and ensuring that we deliver exceptional value to our clients.

This is a W-2 compensation role, which includes a base salary of up to $70,000 plus competitive variable compensation and profit sharing. Target total compensation is $125,000 to $200,000 dependent on results of the company and the performance of the individual.

This is not a remote position.

Key Responsibilities:

1. Business Development

• New Client Acquisition:Proactively identify, engage, and secure new ideal clients to expand the firm's client base.

Develop and execute effective business development strategies to attract prospective clients. Represent the firm at events and networking opportunities to enhance visibility and build relationships.

• Market Analysis: Analyze market trends, competitive landscape, and client needs to identify opportunities for growth.

Leverage insights to inform business development strategies and initiatives.

2. Client Relationship Management

• Asset Growth from Existing Clients:

Deepen relationships with existing clients to uncover opportunities for additional services and investments. Conduct regular portfolio reviews and financial planning sessions to ensure alignment with client goals. Provide personalized recommendations to enhance client portfolios and financial plans.

• Revenue Enhancement:

Increase assets under management (AUM) and generate additional revenue through cross-selling and up-selling of services. Monitor client satisfaction and retention, proactively addressing any concerns to maintain strong relationships.

3. Client Service Strategy

• Service Excellence:

Ensure the firm's client service standards are met or exceeded across all client interactions. Develop and refine service delivery models to enhance the client experience for all client segments.

• Client-Centric Initiatives:

Introduce and implement strategies that prioritize client needs and expectations. Gather and utilize client feedback to drive service improvements and innovations.

4. Leadership and Strategic Thinking

• Strategic Planning:

Contribute to the development and execution of the firm's strategic goals and initiatives. Participate in leadership meetings to set objectives, prioritize initiatives, and allocate resources effectively. Identify and champion innovative solutions to improve firm performance and competitiveness.

• Decision Making:

Provide insightful analysis and recommendations on key business decisions. Collaborate with executive leadership to shape the firm's direction and policies.

5. Employee Development

• Mentorship and Coaching:

Mentor and develop client service associates and staff, fostering a culture of continuous learning and professional growth. Share expertise, best practices, and provide constructive feedback to enhance team capabilities.

• Team Leadership:

Lead by example, demonstrating the firm's core values and high professional standards. Promote a positive and collaborative work environment that encourages teamwork and high performance.

Requirements:

• Location: Charleston, SC or Marietta, GA
• Full Time Employment
• 7 years of experience
• CFP plus Series 65 investment advisor license
• Tax planning knowledge

Compensation:

• Base Salary Up to $70,000 Variable Compensation on new first year revenue Company Profit Sharing
• Advisor Career Path To Partnership Opportunity