Private Wealth Advisor

Relation Insurance Services; United States; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive pay

Health and wellness programs

401K

Paid time off

Career advancement opportunities

Job summary

A financial services firm is seeking a Personal Wealth Advisor to develop tailored financial strategies and build long-term client relationships. Candidates should have a bachelor's degree in finance, at least 5 years of experience in financial advisory, and proven ability to manage high-net-worth clients. The role entails ongoing portfolio reviews and staying informed about market trends. Competitive compensation and benefits package offered.

Qualifications

• Minimum of 5 years of experience in wealth management or financial advisory roles.
• Deep knowledge of financial products, investment strategies, and regulatory requirements.
• Preferred AUM at or above $25M.
• Proven ability to manage a book of high-net-worth clients and grow assets under management.
• Strong interpersonal and communication skills for exceptional client experiences.
• Preferred AUM at or above $25M.

Responsibilities

• Develop and implement comprehensive financial plans for individual clients.
• Provide ongoing advice and portfolio reviews to ensure clients' financial goals are being met.
• Stay updated on market trends and regulatory changes.
• Actively seek opportunities to expand the client base through referrals and networking.
• Collaborate with internal teams to deliver a seamless client experience.

Skills

Client-Centric Approach

Relationship Building

Strategic Thinking

Strong Communication

Ethical Standards

Financial products knowledge

Education

Bachelor's degree in finance, economics, business, or related field

CFP certification preferred

Tools

Moneyguide

eMoney

Job description

Director of Sales Talent | Building High-Performing Teams

Personal Wealth Advisor

Overview

The ideal candidate for the Personal Wealth Advisor role at Relation Wealth Management is a highly motivated, client-focused professional with a proven track record of success in financial planning and wealth management. This individual is passionate about building long-term relationships with clients, providing tailored financial strategies, and delivering exceptional service. They are adept at understanding clients' unique financial goals and guiding them through all stages of their financial journey.

Key Characteristics

• Client-Centric Approach: Demonstrates a strong commitment to understanding and addressing clients' personal financial needs, goals, and aspirations.
• Relationship Builder: Skilled in developing trust-based relationships with clients and maintaining long-term partnerships.
• Strategic Thinker: Capable of creating customized financial plans, including investment strategies, retirement planning, tax optimization, and estate planning.
• Strong Communicator: Able to explain complex financial concepts in a clear and relatable manner, ensuring clients feel confident and informed.
• Ethical Standards: Maintains the highest level of integrity and professionalism, adhering to fiduciary responsibilities.

Qualifications

• Bachelor's degree in finance, economics, business, or a related field (CFP® certification preferred).
• Minimum of 5 years of experience in wealth management or financial advisory roles.
• Deep knowledge of financial products, investment strategies, and regulatory requirements. Moneyguide, eMoney, etc.
• Proven ability to manage a book of high-net-worth clients and grow assets under management.
• Strong interpersonal and communication skills, with a focus on delivering exceptional client experiences.
• Preferred AUM at or above $25M.

Responsibilities

• Develop and implement comprehensive financial plans for individual clients.
• Provide ongoing advice and portfolio reviews to ensure clients' financial goals are being met.
• Stay updated on market trends and regulatory changes to provide relevant and timely advice.
• Actively seek opportunities to expand the client base through referrals, networking, and community involvement.
• Collaborate with internal teams to deliver a seamless client experience.

WHAT WE WILL BRING TO THE TABLE

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.
• Paid training and continuing education to obtain/maintain your insurance license.

Note: The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Seniority level: Associate

Employment type: Full-time

Job function: Sales and Business Development