About this opportunity
District Partners lists this Wealth Advisor opportunity in hurricane, West Virginia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Wealth Advisor
District Partners has been engaged by a top RIA Wealth Management firm to find a Wealth Advisor, who will work directly with their clients and to assist in managing its growing business. The ideal candidate will have experience in providing sound financial advice to a wide range of individuals. The successful candidate joins a highly professional team that provides strategic advice to clients including, but not limited to, cash management, insurance analysis, retirement, tax & estate planning, and investment advisory services.
What You'll Do:
Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success
Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory
Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs
Client relationship development and management, including ongoing and regular client contact and communications
Client meeting preparation: review all required paperwork prior to meetings
Actively engage with clients to update financial planning goals, objectives and strategies
Gather client information and create or update planning projections and recommendations through eMoney (prior experience preferred but not required), as well as other proprietary planning tools
Work closely with the Investment Team to assist with the investment management process. This includes the coordination of the comprehensive planning and wealth management strategies
Participate in business development process with prospective clients
Maintain and grow your financial planning and investment knowledge through continuous reading of periodicals, white papers, research reports and other industry publications
What You'll Have:
Bachelor's degree in Accounting or Finance preferred
5+ years of relevant experience dealing with wealth management clients and/or services
Certified Financial Planner (CFP)
Investment management, third party certification or licensing by relevant agency or association an added plus
Working knowledge of planning strategies and solutions.
Ability to work in a team environment, but also comfortable leading the effort when called upon.
Knowledge of investments and macro-economics as they relate to clients' investment goals and objectives.
Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
High attention to detail
Strong written and oral communication
Worksite address
hurricane, WV, 25526, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.