What are the responsibilities and job description for the Wealth Management Advisor position at Garry Executive Search?
Garry Executive Search is working with a top-tier wealth management firm that is seeking an experienced Wealth Management Advisor to join their team. This is an exciting opportunity for a driven professional who is passionate about helping clients achieve their financial goals through personalized planning and investment strategies.
Key Responsibilities:
- Build and maintain long-term client relationships by providing customized financial planning and investment management services.
- Conduct in-depth financial assessments, analyzing clients' financial needs, goals, and risk tolerance.
- Develop, implement, and monitor tailored financial plans and investment strategies.
- Stay informed on market trends, investment products, and regulatory changes to provide clients with up-to-date advice.
- Collaborate with internal teams to deliver comprehensive wealth management solutions.
- Educate clients on various financial planning topics, including retirement, estate planning, and tax strategies.
- Proactively seek opportunities to expand your client base through networking and referrals.
What We're Looking For:
- Experience: A minimum of 3 years in wealth management, financial planning, or a related field.
- Licensing: Series 7 license is required; Series 63 or 66 is preferred.
- Credentials: A Certified Financial Planner (CFP) designation is a plus but not required.
- Skills: Strong understanding of financial products, investment strategies, and excellent communication skills.
- Attributes: A client-focused approach, high level of integrity, and the ability to work both independently and as part of a team.
Why This Opportunity?
- Competitive Compensation: Attractive base salary with a lucrative opportunity to grow your earnings through asset management. As you build and manage your clients’ portfolios, your income potential can significantly increase, aligning your success with the success of your clients.
- Comprehensive Benefits: Health, dental, and vision insurance, 401(k) with company match, and paid time off.
- Growth Potential: Opportunities for professional development and career advancement.
- Supportive Environment: A collaborative team with access to cutting-edge financial planning tools and resources.
Next Steps:
If you’re interested in learning more about this opportunity, I’d love to connect with you. Please apply with your resume, and I’ll be in touch to discuss how this role could align with your career goals.
Garry Executive Search is dedicated to matching top talent with leading firms. We look forward to helping you take the next step in your career.
Salary : $75,000 - $125,000
