What are the responsibilities and job description for the High Net Worth Strategist position at Planning Alternatives?
About Us:
We are a dynamic and growing organization committed to delivering exceptional service and advice to our clients. We seek an experienced Senior Wealth Advisor to join our team and contribute to our mission of leaving clients better off.
Main Responsibilities:
- Manage and oversee complex client portfolios, ensuring alignment with clients' long-term financial goals, risk profiles, and evolving life circumstances.
- Conduct regular portfolio reviews with clients, providing updates on investment performance, market trends, and any necessary adjustments to their financial strategies.
- Proactively assess clients' financial plans and make strategic adjustments in response to economic shifts or personal life changes.
Requirements:
- 5 years of experience as a Financial Advisor, with at least 3 years of direct experience managing high-net-worth client relationships.
- Proven track record managing large portfolios and overseeing assets under management.
- Exceptional leadership, communication, and relationship-building skills.
