What are the responsibilities and job description for the 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 Wealth Advisor to lead client relationships and contribute to the strategic growth of the firm.
Position Overview :
The Wealth Advisor will work closely with clients to understand their financial needs and develop customized financial strategies to help them achieve their goals. This role involves advising clients on key areas of financial planning such as investment management, insurance needs, cash flow, retirement planning, estate planning, and charitable giving. The Wealth Advisor will continuously manage client portfolios, review financial plans, and maintain strong, long-lasting relationships with clients. Most importantly, they will be responsible for driving the growth of assets under management (AUM).
Key Responsibilities :
Understand Clients’ Financial Needs :
- Engage with clients to gather and analyze financial data, such as income, expenses, insurance, tax status, and risk tolerance, to develop personalized financial plans.
- Provide tailored financial advice to help clients meet their financial goals, whether it be retirement planning, investment growth, or estate planning.
Provide Financial Advice & Ongoing Support :
Manage & Review Financial Plans :
Prepare & Present Financial Documents :
Client Relationship Management :
Team Collaboration :
Stay Informed on Industry Trends :
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 :
Application Instructions :
To apply for the Wealth Advisor 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.
