Strategic Wealth Advisor & Client Growth

Alumni of Leadership Sarasota; Job; Sur place; EUR 74 437 - 105 087; Plein temps

Résumé du poste

Alumni of Leadership Sarasota Wealth Advisor position focuses on guiding clients in the Sarasota and Manatee markets, with the Sarasota Office as the homebase, to provide sound financial advice aligned with clients’ goals and risk tolerance while meeting revenue targets.

The Wealth Advisor builds strong client relationships, supports financial planning and investment advice, and works to meet revenue objectives by finding new clients and collaborating with peers and stakeholders to create

Qualifications

• Client relationship management experience.
• Ability to translate client goals into financial plans.

Responsabilités

• Build and leverage strong client relationships.
• Provide financial planning and investment advice.
• Meet personal, professional, and organizational revenue objectives.
• Find new clients and grow the client base.
• Collaborate with peers and stakeholders to deliver objectives.
• Create investment plans and recommend investments for various entities.

Connaissances

Client relationship management

Financial planning

Investment advice

Description du poste

Alumni of Leadership Sarasota Wealth Advisor position focuses on guiding clients in the Sarasota and Manatee markets, with the Sarasota Office as the homebase, to provide sound financial advice aligned with clients’ goals and risk tolerance while meeting revenue targets.

The Wealth Advisor builds strong client relationships, supports financial planning and investment advice, and works to meet revenue objectives by finding new clients and collaborating with peers and stakeholders to create