Wealth Advisor & Client Growth Strategist

OneDigital; Orlando (FL); Sur place; USD 90 000 - 125 000; Plein temps

Résumé du poste

OneDigital is seeking a seasoned financial services professional to evaluate clients, tailor financial plans, and drive wealth management growth. You will manage client relationships, advise on investments and retirement solutions, and support business development through events and campaigns.

The role emphasizes strong communication, regulatory knowledge, and the ability to navigate a fast-changing environment while maintaining confidentiality and delivering exceptional client service.

Qualifications

• Proven track record of exceeding sales goals.
• Strong understanding of financial planning principles, investments, and regulations.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work independently and make decisions.
• Experience with CRM systems, preferably Salesforce.
• Familiarity with MoneyGuidePro and financial planning software.
• Ability to multitask and manage priorities in a changing environment.
• Commitment to confidentiality of client information.

Responsabilités

• Develop and manage client relationships through tailored financial plans.
• Advise on wealth management strategies including asset allocation and estate planning.
• Grow business development through events, campaigns, and prospect meetings.
• Document client interactions and lead generation in the CRM system.
• Collaborate with service teams on onboarding and ongoing service activities.
• Meet with clients regularly to review progress and investment alignment.

Connaissances

Sales goals

Financial planning

Communication

Independent work

Microsoft Office

CRM (Salesforce)

MoneyGuidePro

Multi-tasking

Adaptability

Confidentiality

Time management

Formation

Bachelor's degree in Business, Economics, Finance, or related field

Valid securities license or plan to obtain

2+ years financial advisory experience

2–5 years sales experience preferred

Outils

Salesforce

MoneyGuidePro

Microsoft Office

Description du poste

OneDigital is seeking a seasoned financial services professional to evaluate clients, tailor financial plans, and drive wealth management growth. You will manage client relationships, advise on investments and retirement solutions, and support business development through events and campaigns.

The role emphasizes strong communication, regulatory knowledge, and the ability to navigate a fast-changing environment while maintaining confidentiality and delivering exceptional client service.