Senior Wealth Advisor: Client Relationships, Onsite Morton

CyberCoders, Inc.; Morton (IL); In loco; USD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

CyberCoders, Inc. seeks an experienced Financial Advisor to take over an existing book of business in Morton, IL. This role emphasizes advisory and relationship-building with very limited sales obligations and requires onsite presence from day one.

You will conduct detailed financial planning, portfolio reviews, and ongoing strategy meetings, while serving as the primary contact to preserve client trust and retention.

Competenze

• 4+ years of experience as a financial advisor or relationship manager in wealth management.
• Active Series 65, Series 66, or CFP designation.
• Deep understanding of financial planning concepts, tax strategies, and investment management.
• Exceptional relationship-building skills with a track record of retaining client trust.

Mansioni

• Take over and manage an established, active book of client relationships from day one.
• Conduct comprehensive financial planning, portfolio reviews, and ongoing strategy meetings with clients.
• Serve as the primary point of contact for our existing clients, ensuring top-tier service and retention.
• Implement investment strategies and financial plans tailored to each client's long-term goals.
• Collaborate with our internal operations and planning support team to streamline the client experience.

Conoscenze

Financial advisory

Relationship management

Client retention

Financial planning concepts

Formazione

Series 65/66 or CFP designation

Strumenti

eMoney

RightCapital

CRM software

Descrizione del lavoro

CyberCoders, Inc. seeks an experienced Financial Advisor to take over an existing book of business in Morton, IL. This role emphasizes advisory and relationship-building with very limited sales obligations and requires onsite presence from day one.

You will conduct detailed financial planning, portfolio reviews, and ongoing strategy meetings, while serving as the primary contact to preserve client trust and retention.