What are the responsibilities and job description for the Wealth Advisor position at Concentric Corp.?
Concentric Corporation is currently seeking a Wealth Advisor for our client in the Omaha area.
In this Wealth Advisor role, you will build long-term relationships with clients by understanding their unique financial goals, risk tolerance, and investment preferences, creating tailored strategies to help them achieve financial success.
Key Responsibilities:
- Build and maintain trusted relationships with clients through regular communication and personalized service.
- Understand clients’ financial goals and develop customized wealth management plans.
- Conduct regular portfolio reviews and adjust strategies based on changing client needs and market conditions.
- Provide expert advice on retirement, tax, estate, and risk management planning.
- Conduct in-depth financial analysis to create and implement personalized investment strategies.
- Ensure clients are informed about market trends and investment opportunities.
- Monitor economic trends, market conditions, and investment products.
- Make data-driven recommendations to optimize client portfolios.
- Identify new business opportunities through networking and client referrals.
- Collaborate with team members to enhance client relationships and drive firm growth.
- Stay current with industry regulations, best practices, and financial planning standards.
- Ensure compliance with relevant laws and internal guidelines.
Qualifications:
- Bachelor’s degree in Finance, Economics, or a related field.
- Minimum of 5 years of experience in wealth management or financial planning.
- Series 65 license strongly preferred.
- Certified Financial Planner (CFP) designation highly desired.
- Established client base preferred.
- Strong knowledge of advanced financial planning strategies.
- Excellent analytical, decision-making, and problem-solving skills.
- Exceptional communication and interpersonal abilities.
- High level of integrity and a client-first mindset.
- Ability to work independently while collaborating effectively with a team.
If you are looking to advance your career as a Wealth Advisor, look no further! Please apply below to learn more about this incredible opportunity. Only the most qualified applicants will be contacted for interviews.
REF# 2632
Concentric Corporation brought back the fundamentals of recruiting, which starts with the relationship. We upgraded the approach in executive search by being deliberate & purposeful. Our audience’s instincts & goals are our first & only priority. We uncover true motives in hiring & career advancement by having transparent and honest conversations. This is how we “connect excellence!” Once we determine the tangible skillset, culture fit, and urgency of both sides, we become the bridge between professionals and their future career.
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