What are the responsibilities and job description for the Senior Wealth Management Professional position at Planning Alternatives?
About the Job:
Planning Alternatives is seeking a seasoned Senior Wealth Management Professional to drive business growth, expand our client base, and develop strategic partnerships. The successful candidate will be responsible for leading our Wealth Advisor team, providing guidance and support to ensure exceptional client service, and cultivating relationships with prospective clients, referral sources, and industry partners.
Responsibilities Include:
Requirements:
We are seeking a highly motivated and experienced professional with a strong track record of success in business development, sales, and relationship-building within the financial services industry. The ideal candidate will have excellent communication and interpersonal skills, a proven ability to drive growth and revenue, and a deep understanding of fiduciary principles and financial services. A Bachelor's degree in Finance, Business Administration, or related field, and an MBA or CFA designation is preferred. Other qualifications include experience managing and developing high-performing teams, a results-oriented mindset, and a commitment to delivering superior service and achieving measurable outcomes.
What We Offer:
We offer a competitive compensation package, including base salary, performance-based bonuses, and equity opportunities, as well as comprehensive benefits package, including health insurance, retirement plans, and paid time off. Opportunities for professional development and career advancement within a dynamic and growing organization make us an attractive choice for ambitious professionals.
Planning Alternatives is seeking a seasoned Senior Wealth Management Professional to drive business growth, expand our client base, and develop strategic partnerships. The successful candidate will be responsible for leading our Wealth Advisor team, providing guidance and support to ensure exceptional client service, and cultivating relationships with prospective clients, referral sources, and industry partners.
Responsibilities Include:
- Identify opportunities for organic growth and expansion within existing client base and target markets.
- Develop and execute strategic business development plans to acquire new clients and increase AUM.
- Cultivate relationships with prospective clients, referral sources, and industry partners to generate leads and opportunities.
Requirements:
We are seeking a highly motivated and experienced professional with a strong track record of success in business development, sales, and relationship-building within the financial services industry. The ideal candidate will have excellent communication and interpersonal skills, a proven ability to drive growth and revenue, and a deep understanding of fiduciary principles and financial services. A Bachelor's degree in Finance, Business Administration, or related field, and an MBA or CFA designation is preferred. Other qualifications include experience managing and developing high-performing teams, a results-oriented mindset, and a commitment to delivering superior service and achieving measurable outcomes.
What We Offer:
We offer a competitive compensation package, including base salary, performance-based bonuses, and equity opportunities, as well as comprehensive benefits package, including health insurance, retirement plans, and paid time off. Opportunities for professional development and career advancement within a dynamic and growing organization make us an attractive choice for ambitious professionals.
