Wealth Advisor

Job summary

Build and manage a practice of high-net-worth and not-for-profit clients through strategic business development and networking. Provide proactive, boutique wealth planning and investment advisory services to help clients achieve their financial goals.

Job details

Build and manage a practice of high-net-worth and not-for-profit clients through strategic business development and networking. Provide proactive, boutique wealth planning and investment advisory services to help clients achieve their financial goals. Requires 5 to 10 years of related industry experience and an undergraduate degree with a CFA or CIM plus 2 years of registered investment management experience. Candidates should possess strong sales aptitude and be capable of obtaining AAR or CRM-AR registration.

What you’ll do

Build and manage a practice of high-net-worth and not-for-profit clients through strategic business development and networking. Provide proactive, boutique wealth planning and investment advisory services to help clients achieve their financial goals.

Requirements

Requires 5 to 10 years of related industry experience and an undergraduate degree with a CFA or CIM plus 2 years of registered investment management experience. Candidates should possess strong sales aptitude and be capable of obtaining AAR or CRM-AR registration.

Benefits

• Employee Ownership
• Competitive Compensation Package
• Secure Salary
• Marketing Budget
• Coaching and Mentoring

Listed skills

• Sales · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business Development
• Wealth Planning
• Relationship Management
• Financial Advisory
• Asset Allocation
• Client Servicing
• Networking
• Presentation Skills
• Investment Management
• Sales

Job areas

• Finance & Accounting
• Sales
• Consulting
• Management & Leadership

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