Remote Wealth Advisor for High Net Worth Clients

Powerwell; City of Syracuse (NY); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

HSA Contribution

Opt Out Credit

401(k) Employer Match

Free Access to a Workplace Financial |

Job summary

Powerwell is recruiting a Financial Consultant to collaborate with clients and develop relationships across high net worth individuals, endowments, foundations, businesses, and qualified plans. This remote role requires Syracuse, NY-based candidates and reports to the Managing Director of Wealth Management.

Responsibilities include assessing goals, risk tolerance, tax sensitivity, and cash flow needs; implementing investment plans with the advisory team; monitoring portfolios; and actively

Qualifications

• Bachelor’s degree or higher.
• Over five years’ relevant experience.
• Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.
• Certified Financial PlannerTM or comparable designation preferred, or willingness to pursue a comparable designation.
• Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred.
• Must be able to pass a FINRA BrokerCheck with no disclosures on their background.

Responsibilities

• Establish trust and serve as the main advisor for wealth management needs.
• Discuss client investment goals considering risk tolerance and tax sensitivity.
• Coordinate the creation of detailed wealth management plans for individuals and institutions.
• Monitor portfolios and communicate performance insights.
• Develop knowledge of financial planning software and CRM (Salesforce).
• Generate new business opportunities and expand client base.

Skills

Client networking

Lead generation

Sales strategy

Negotiation

Education

Bachelor’s degree or higher

Tools

Salesforce.com

Sales Navigator

LinkedIn

Job description

Powerwell is recruiting a Financial Consultant to collaborate with clients and develop relationships across high net worth individuals, endowments, foundations, businesses, and qualified plans. This remote role requires Syracuse, NY-based candidates and reports to the Managing Director of Wealth Management.

Responsibilities include assessing goals, risk tolerance, tax sensitivity, and cash flow needs; implementing investment plans with the advisory team; monitoring portfolios; and actively