Financial Advisor

Jobtailor; Danvers (MA); On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor is seeking a wealth management client advisor in Massachusetts to drive growth by managing high-net-worth relationships and expanding referrals.

You will understand client needs, advise on asset allocation and financial planning, and work with the portfolio team to deliver tailored solutions while maintaining exceptional service and integrity.

Qualifications

• Strong analytical, communication and interpersonal skills.
• Entrepreneurial spirit with ability to thrive in a team environment.
• Dynamic and credible professional with clear communication and presentation skills.

Responsibilities

• Drive business results by developing, managing and expanding client relationships through referrals and new business development activities.
• Earn clients’ trust by understanding client needs and delivering thoughtful solutions and exceptional client experience.
• Advise clients on wealth management including asset allocation, financial management and wealth planning.
• Serve as a resource for clients with complex wealth management needs and financial planning solutions.
• Meet annual sales goals by advancing prospects through the pipeline to close business.
• Meet with clients regularly to ensure financials align with goals and risk tolerance.
• Work with the service team on day-to-day service including financial reviews and planning.

Skills

Analytical skills

Communication skills

Interpersonal skills

Presentation skills

Team collaboration

Education

Bachelor's Degree

MBA

JD

Job description

Responsibilities

• Drive business results by developing, managing and expanding client relationships through referrals and new business development activities
• Earn clients’ trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Advise clients on all aspects of wealth management including: asset allocation, financial management and wealth planning
• Serve as a resource for clients with complex wealth management needs and financial planning solutions
• Exhibit technical knowledge and competency in financial management, retirement, and conduct retirement plan participant education meetings; meet with individual participants; build relationships with participants and key employees
• Explain the value proposition of wealth management services to retirement plan participants
• Qualify potential business leads and close qualified business
• Develop leads through working with existing plan clients, educational efforts, networking and client referrals
• Meet annual sales goals by advancing prospects through the opportunity pipeline to close business
• Work closely with the Portfolio Management Team to understand the financial philosophy and ensure that clients are provided with the best financial solutions
• Meet with clients regularly to ensure financials align with their goals, risk tolerance and personal situation
• Work in conjunction with the service team on day to day service including financial review meetings and financial planning

Qualifications

• Bachelor’s Degree required; MBA, JD, or other advanced degree preferred
• Experience working with high-net-worth individuals and families
• Strong analytical, communication and interpersonal skills
• Entrepreneurial spirit coupled with an ability to thrive in a team-based and collaborative environment
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Self-motivated with a commitment to excellence and a high level of integrity