What are the responsibilities and job description for the Senior Wealth Advisor position at Planning Alternatives?
Company Overview :
Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience, strategies, and solutions needed to support their vision of wealth. With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management. As we continue to grow, we are seeking a highly experienced Senior Wealth Advisor to lead client relationships and contribute to the strategic growth of the firm.
Position Overview :
The Senior Wealth Advisor will play a pivotal role in managing complex client relationships, providing personalized financial advice, and helping clients achieve their long-term financial goals. In this role, you will lead sophisticated financial planning efforts, oversee large client portfolios, and mentor junior advisors. This role requires deep knowledge of financial markets, investment strategies, fiduciary principles, and a passion for delivering exceptional client service. The Senior Wealth Advisor will be responsible for driving the growth of assets under management (AUM), expanding relationships with ultra-high-net-worth clients, and identifying new business opportunities.
Key Responsibilities :
Strategic Financial Planning & Client Management :
- Lead in-depth financial planning sessions with clients, gathering and analyzing financial data, such as income, expenses, investments, risk tolerance, and long-term goals, 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, insurance solutions and charitable giving.
- Develop and present customized, sophisticated financial plans for ultra-high-net-worth individuals and families, ensuring that all aspects of their financial lives are considered and optimized.
Portfolio Management & Performance Review :
Client Relationship Development & Retention :
Leadership & Mentorship :
Compliance & Industry Knowledge :
Qualifications :
Benefits :
Planning Alternatives is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage qualified individuals from all backgrounds to apply.
Application Instructions :
To apply for the Senior Wealth Advisors position, please submit your resume and cover letter detailing your qualifications and relevant experience to linkedin@planningalt.com or on our website planningalt.com . We look forward to reviewing your application and considering you for this exciting opportunity to join our team.
