What are the responsibilities and job description for the Wealth Advisor(Primary Advisor/Relationship Manager) position at Westport One?
Wealth Advisor(Primary Advisor / Relationship Manager)
My client is a fee-only fiduciary RIA that is looking for an experienced and polished advisor to join their team in servicing a group of clients. After getting settled in, you will begin the transition phase of being introduced to clients to provide superior client service while being the main point of contact on the relationship.
They need someone that has a history of delivering the highest level of service to their clients by conducting investment reviews, financial planning, and look to generate new business. They want someone that will generate new business from within existing client relationships, client referrals, COI network, and their own personal COI network. You will be surrounded with a dedicated team to ensure all clients are being serviced. You will have a dedicated portfolio manager that you work with collaboratively that will conduct investment picking and support, a client service associate for administrative duties such as moving money and RMDs, and if needed, a highly experienced financial planning team that can help you with complex financial planning needs.
They utilize Tamarac, Salesforce, Microsoft Products, E-Money, FactSet, Bloomberg, and Morningstar. They are offering a very competitive salary based upon experience, background, education, and skill set with bonus, and excellent benefits! They require a 65 or 66(if not must obtain within 30 days).You must have a Bachelor's Degree with a CFP, CFA, CPA, JD or other industry related designation. They would prefer someone with a CFP. You must have a thorough knowledge of stocks, mutual funds, US Treasuries, agencies and muni bonds is desired.
To learn more about our organization please visit us at
To apply for this position, submit your resume by choosing one of the following :
- CLICKING “APPLY NOW” ON THIS PAGE
- PREFERRED)
- Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB / wealthadvisorVA in the subject line.
- NO CALLS PLEASE
