Provision People
Location
King of Prussia, PA | United States
Job description
Summary:
Our award-winning client is seeking a Wealth Advisor to join their team. We are seeking an individual to assume the pivotal role of a primary relationship manager and investment professional, responsible for key client relationships. The primary focus is on fostering client loyalty, expanding wallet share, and generating client referrals.
Responsibilities:
Lead investment and financial planning services for clients, aiming to retain and expand wallet share through existing clients or external referrals.
Deliver exceptional service, creating an extraordinary client experience while assisting them in achieving their long-term financial goals.
Collaborate with business development advisors in final prospect meetings and articulate the investment and planning process in sales presentations.
Coordinate and participate in client events, concentrating on specific wealth topics of interest.
Develop and present client-focused advice solutions.
Execute client servicing standards by scheduling, preparing, and conducting periodic client meetings, including financial planning analysis, investment recommendations, and portfolio reviews.
Manage client portfolios by the company model and target allocations.
Stay updated on clients’ wealth management issues and needs, anticipating unspoken needs.
Cultivate client relationships across generations, emphasizing familial connections and generational planning.
Provide coaching, mentoring, and development support to associate and support advisor roles.
Maintain comprehensive records in the customer relationship management system, capturing all client interactions.
If applicable, refer business to other divisions at the client and company.
Assume additional responsibilities as needed.
Required Qualifications:
Bachelor's Degree in business, finance, or a related field.
Experience in managing client household investments and financial planning.
Proven track record of retaining and developing client relationships through a consultative approach.
Series 7, 66, or 63/65 registration.
CFP preferred; CFA or CPA also desirable.
Experience in managing the sales cycle utilizing CRM systems, preferably Salesforce.
Strong presentation skills for individuals or large groups.
Influencing skills to drive results while collaborating with internal partners.
Coordination and partnership with other team members.
In-depth knowledge of investments and capital markets.
Experience in positioning and connecting various solutions.
Familiarity with financial statements and advanced financial planning software.
Self-starter with the ability to set priorities, manage responsibilities, and exceed client expectations.
Job tags
Salary
