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Wealth Advisor
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Full-time
- Position Summary: The Wealth Advisor is a registered representative responsible for client acquisition, growth and servicing by providing a balanced combination of professional investment management and personalized financial advice.
- The Wealth Advisor shares the organization’s commitment to understand, care for, and guide financial decisions involving asset management, planning, tax minimization, risk management, budgeting, and generational wealth education.
- The Wealth Advisor serves as trusted advisors for their clients, understand their financial needs, and offer powerful solutions.
- Profiles prospects and clients to deliver, through an individualized needs analysis, a diversified set of brokerage, investment and insurance and advice-based solutions to meet the individualized investment needs of current and potential customers.
- Referral sources include partnerships in retail, private banking, commercial and wealth management lines of business, as well as external centers of influence like attorneys, CPAs, and other advisors.
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