Senior Wealth Advisor — Holistic Planning & Client Growth

Doist; Sioux Falls (SD); On-site; USD 90,000 - 150,000; Full time

Job summary

Doist is seeking a wealth advisor to work with the wealth management team to create comprehensive wealth plans that align with each client's goals and values. Our focus is to partner with clients to craft strategies for today and beyond.

A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities include advising high net worth clients, preparing customized financial plans, cultivating client

Qualifications

• Bachelor's degree required.
• 5+ years' experience in financial planning or related field.
• Series 65, CFP or CFA required.

Responsibilities

• Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
• Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
• Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
• Effectively work with your team and available resources in support of our clients, executing client requests and updating information
• Active participant in obtaining new clients in partnership with strategic relationships and community networks
• Commitment to continuing education, training and talent development and mentoring staff

Skills

Wealth management

Client relationships

Team collaboration

Mentoring

Time management

Education

Bachelor's degree

Tools

MoneyGuide Pro

eMoney

Job description

Doist is seeking a wealth advisor to work with the wealth management team to create comprehensive wealth plans that align with each client's goals and values. Our focus is to partner with clients to craft strategies for today and beyond.

A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities include advising high net worth clients, preparing customized financial plans, cultivating client