Senior Wealth Advisor & Growth Lead
Redmont Talent Partners
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Resumo da oferta
Redmont Talent Partners in Birmingham, AL is seeking a Lead Financial Advisor to manage client relationships and deliver comprehensive financial guidance for high-net-worth individuals and families. The role emphasizes independent client meetings, wealth strategy, and collaborative holistic planning.
This leadership position offers opportunities to mentor junior advisors, contribute to business development, and work within a client-focused, growth-oriented firm.
Qualificações
- Bachelor’s degree in finance, financial planning, or related field.
- 7+ years serving wealth management or financial planning clients.
- Ability to lead client relationships and conduct meetings independently.
- Strong knowledge of financial planning, investments, retirement & estate planning.
Responsabilidades
- Lead client meetings and manage client relationships end-to-end.
- Deliver comprehensive wealth management and planning recommendations.
- Create financial plans aligned with long-term objectives.
- Coordinate with attorneys, CPAs, and professionals for holistic advice.
- Mentor and develop associate and service advisors.
Conhecimentos
Formação académica
Ferramentas
Descrição da oferta de emprego
Redmont Talent Partners in Birmingham, AL is seeking a Lead Financial Advisor to manage client relationships and deliver comprehensive financial guidance for high-net-worth individuals and families. The role emphasizes independent client meetings, wealth strategy, and collaborative holistic planning.
This leadership position offers opportunities to mentor junior advisors, contribute to business development, and work within a client-focused, growth-oriented firm.
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