What are the responsibilities and job description for the Fiduciary Advisor Lead position at Planning Alternatives?
Role Summary:
The Senior Wealth Advisor will be responsible for driving the growth of assets under management, expanding relationships with ultra-high-net-worth clients, and identifying new business opportunities.
Main Responsibilities:
- Lead in-depth financial planning sessions with clients, gathering and analyzing financial data to create comprehensive strategies tailored to their unique needs.
- Act as a trusted advisor for clients, offering guidance on tax-efficient investment management strategies, retirement planning, estate planning, and charitable giving.
- Develop and present customized, sophisticated financial plans for ultra-high-net-worth individuals and families.
Key Qualifications:
- Proven track record managing large portfolios and overseeing AUM of $5 million per client.
- Expertise in investment management, tax planning, estate planning, and financial strategies for ultra-high-net-worth individuals.
- Leadership, communication, and relationship-building skills.
