What are the responsibilities and job description for the Wealth Advisor position at Windward Recruiting?
We are seeking a Wealth Advisor to join a fast-growing financial services firm to work collaboratively within a team that serves existing clients while expanding the client base through relationship-driven strategies.
RESPONSIBILITIES
- Cultivate, build, and maintain client relationships in alignment with company values and planning-based standards
- Develop and implement strategies in areas such as investment planning, estate planning, risk management, tax planning and cash flow management to help clients meet their objectives.
- Regularly review client accounts, financial plans, and portfolios to adapt to life changes, economic shifts, or performance updates.
- Provide ongoing support and communication to ensure client satisfaction
- Analyze financial data to craft actionable strategies aligned with client goals.
- Prepare and interpret summaries, investment performance reports, and income projections for clients.
- Collaborate with colleagues to expand the client base through referrals, networking, organic growth initiatives, and leveraging various market channels.
- Lead and coordinate team efforts to enhance service delivery and support team development through goal setting, workflow management, and performance reviews.
QUALIFICATIONS