Wealth Advisor

District Partners; Hurricane (WV); On-site; USD 90,000 - 130,000; Full time

Job summary

District Partners has been engaged by a top RIA Wealth Management firm to find a Wealth Advisor who will work directly with clients and assist in managing its growing business. The ideal candidate will provide sound financial advice across cash management, insurance analysis, retirement, tax & estate planning, and investment advisory services.

The role emphasizes client relationship development, comprehensive financial planning, and collaboration with the investment team to deliver holistic

Qualifications

• Bachelor’s degree in Accounting or Finance preferred.
• 5+ years of relevant wealth management experience.
• Third-party certification or licensing by relevant agency or association an added plus.
• Working knowledge of planning strategies and solutions.
• Ability to work in a team environment, but also comfortable leading the effort when called upon.
• Knowledge of investments and macro-economics as they relate to clients’ investment goals and objectives.
• Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.

Responsibilities

• Understand clients' goals to develop personalized, comprehensive financial solutions.
• Provide guidance for insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
• Offer objective, unbiased financial advice by analyzing opportunities and client needs.
• Develop and manage client relationships with ongoing contact and communications.
• Prepare for client meetings by reviewing required paperwork.
• Update financial planning goals and strategies with clients.
• Gather client information and create/update projections and recommendations using planning tools.
• Coordinate with the Investment Team to support investment management and wealth strategies.
• Participate in business development with prospective clients.
• Maintain knowledge through reading industry publications.

Skills

Wealth management

Client relationship management

Investment analysis

Team leadership

Macroeconomics knowledge

Education

Bachelor’s degree in Accounting or Finance

Job description

District Partners has been engaged by a top RIA Wealth Management firm to find a Wealth Advisor, who will work directly with their clients and to assist in managing its growing business. The ideal candidate will have experience in providing sound financial advice to a wide range of individuals. The successful candidate joins a highly professional team that provides strategic advice to clients including, but not limited to, cash management, insurance analysis, retirement, tax & estate planning, and investment advisory services.

What You'll Do:

• Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success
• Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory
• Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs
• Client relationship development and management, including ongoing and regular client contact and communications
• Client meeting preparation: review all required paperwork prior to meetings
• Actively engage with clients to update financial planning goals, objectives and strategies
• Gather client information and create or update planning projections and recommendations through eMoney (prior experience preferred but not required), as well as other proprietary planning tools
• Work closely with the Investment Team to assist with the investment management process. This includes the coordination of the comprehensive planning and wealth management strategies
• Participate in business development process with prospective clients
• Maintain and grow your financial planning and investment knowledge through continuous reading of periodicals, white papers, research reports and other industry publications

What You'll Have:

• Bachelor’s degree in Accounting or Finance preferred
• 5+ years of relevant experience dealing with wealth management clients and/or services
• Investment management, third party certification or licensing by relevant agency or association an added plus
• Working knowledge of planning strategies and solutions.
• Ability to work in a team environment, but also comfortable leading the effort when called upon.
• Knowledge of investments and macro-economics as they relate to clients’ investment goals and objectives.
• Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.