What are the responsibilities and job description for the Wealth Management Advisor position at Financial Planner Recruiting, LLC?
My client is a boutique wealth management firm located in Glastonbury, CT. They are seeking a Senior Wealth Management Advisor to join their team. This position is client-facing, offers amazing compensation and benefits, and a mapped-out growth path.
Some responsibilities include:
-Managing a portfolio of client relationships, leading client meetings, the financial plan manufacturing process, and ongoing maintenance.
-Your role with a new client is to facilitate a smooth hand-off from the Managing Partner, establish a trusting relationship, and deliver the experience and phenomenal service.
-Coordinate the overall client engagement, financial plan manufacture process, and client communications.
-Lead client meetings, document decisions, and action items, and coordinate follow-up with other staff and clients to ensure deadlines and quality control standards are met.
-Assemble materials for client meetings, including agendas, reviews, financial plans and programs, investment observations and recommendations, required data, and presentations.
-Coordinate implementation of the plan with the team to ensure insurance/risk management and investment recommendations are brought to fruition.
-Regularly review client performance against the plan.
-Produce client recommendations, strategies, cash flow plans, road maps, and proposals.
-Stay current with market updates and relevant products.
Requirements:
Bachelors Degree
CFP Preferred
Series 7, Series 63 and 65, or Series 66
5 years of experience in wealth management, client-facing role
Salary and Benefits:
Base (commensurate with experience) plus bonus position. Full benefits package also included.
