Senior Client Advisor – Investment Strategies

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 501-1,000Since 1997H1B No SponsorCompany Site LinkedIn

Location

United States

Posted

89 days ago

Salary

$125K - $135K / year

Seniority

Senior

Bachelor Degree6 yrs expExperience acceptedEnglish

Job Description

• Actively manage client relationships, service, and be an expert on the Wealth Enhancement investment advisory platform. • Provide clients with guidance and education. • Take meeting notes and promptly enter into our CRM (Salesforce) • Ensure effective and complete communication to clients • Position WE full wealth management services to convert client to a comprehensive full wealth management client • Develop and maintain a high-level understanding of solutions, products and services • Collaborate with appropriate business leaders to conduct joint sales calls, prepare proposals /presentations • Establish strong relationships and collaborate with key personnel, such as financial advisors, advanced planning, tax team, and trust teams. • Prepare and conduct annual client reviews • Work closely with the IM team and portfolio consultants on investment strategies • Gather data for client reviews and review client files for additional sales opportunities • Systematize the review process utilizing the CRM system • Participate in Wealth Enhancement training, educational events, coaching programs, and proficient in advisor/client facing technology.

Job Requirements

Bachelor's degree (or equivalent experience) in Business, Finance, Economics or related field
Minimum of 6 years’ experience in financial services industry, focus on investments
FINRA Series 65
Knowledge of financial markets, modern portfolio theory and asset allocation
Proven written and verbal (presentation) communication skills with the ability to successfully interact with people at all levels of the organization and clients
Ability to create quality written presentations for client consumption
Detail oriented, highly organized and adaptable with the ability to work independently
Ability to organize and prioritize workflow and projects
Familiarity with Salesforce and Workday preferred
CFP, CFA or CIMA (preferred)
Familiarity with financial planning software like eMoney, MGP

Benefits

Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)