Elite Wealth Advisor — Personal Strategy & Planning

Empower; Massachusetts; On-site; USD 72,200 - 101,975; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with company matching

Tuition reimbursement

Paid volunteer time

Job summary

A financial services company located in Massachusetts seeks a Wealth Advisor to provide excellent client experiences and manage relationships. This role involves delivering financial planning services, coordinating ongoing reviews, and expanding client relationships. The ideal candidate should have a Bachelor's degree, over 4 years of relevant experience, and strong skills in financial acumen and communication. Competitive salary and benefits are included, fostering a supportive work environment for personal and professional growth.

Qualifications

• 4+ years related work experience in financial services.
• Demonstrated knowledge of wealth management strategies.
• Proven ability to navigate multiple client needs.

Responsibilities

• Provide a best-in-class client experience through proactive engagements.
• Collaborate with advisory team to grow client relationships.
• Present financial planning deliverables to clients.

Skills

Relationship management

Financial acumen

Organizational skills

Effective communication

Education

Bachelor degree in Business or related discipline

Tools

Salesforce

Microsoft Office Suite

Job description

A financial services company located in Massachusetts seeks a Wealth Advisor to provide excellent client experiences and manage relationships. This role involves delivering financial planning services, coordinating ongoing reviews, and expanding client relationships. The ideal candidate should have a Bachelor's degree, over 4 years of relevant experience, and strong skills in financial acumen and communication. Competitive salary and benefits are included, fostering a supportive work environment for personal and professional growth.