Wealth Advisor

We have an opening for Wealth/ Financial Advisor for a Top 30 privately held RIA firm providing comprehensive financial planning and investment management services to clients, including tasks like client relationship management, portfolio analysis, research, account maintenance, and administrative support, while focusing on delivering a high-quality client service experience; essentially acting as a key support role to the wealth advisors in managing client portfolios and ensuring smooth operations within the firm's guidelines.

Key responsibilities may include:

• Client service:

Building and maintaining relationships with clients, responding to inquiries, and addressing concerns.

• Investment analysis:

Researching investment options, constructing client portfolios based on their risk tolerance and financial goals.

• Portfolio management:

Monitoring client accounts, rebalancing portfolios as needed, and executing trades.

• Financial planning:

Assisting with the development of financial plans including retirement planning, estate planning, and tax strategies.

• Administrative tasks:

Preparing client reports, updating client data in CRM systems, handling account paperwork, and coordinating with internal teams.

• Business development:

Participating in client acquisition activities and contributing to new business development initiatives.

Qualifications

• Bachelor's degree in finance, economics, or related field
• Series 65 or Series 7 license (depending on role)
• Proven experience in financial services or wealth management
• Strong analytical skills and ability to interpret financial data
• Excellent communication and interpersonal skills
• Proficiency in financial planning software and CRM tool

Job Type: Full-time

Pay: $100,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance

Compensation Package:

• Bonus opportunities

Work Location: In person

Salary : $100,000 - $150,000