Wealth Planning Advisor | Client Growth & Impact

Wealth Enhancement; Charleston (WV); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) with match

18 days of paid time off (PTO)

Job summary

A wealth management firm in Charleston, West Virginia is seeking a Financial Advisor to join their team and assist clients in achieving financial goals. This role involves facilitating financial planning, managing client relationships, and providing high-level planning-oriented service. The ideal candidate will have a 4-year degree in a related field, advanced designation, and over 4 years of experience in wealth management. Competitive compensation of $100,000 to $150,000 per year is offered based on qualifications.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• 4+ years of experience within the wealth management industry.

Responsibilities

• Facilitate the financial planning process for clients.
• Source and close prospective clients.
• Manage client relationships and assist the Financial Advisor.

Skills

Analytical skills

Organizational skills

Communication skills

Education

4-year degree in business, finance, or economics

Advanced designation (CFP, CPA, MBA)

Tools

CRM Software

Job description

A wealth management firm in Charleston, West Virginia is seeking a Financial Advisor to join their team and assist clients in achieving financial goals. This role involves facilitating financial planning, managing client relationships, and providing high-level planning-oriented service. The ideal candidate will have a 4-year degree in a related field, advanced designation, and over 4 years of experience in wealth management. Competitive compensation of $100,000 to $150,000 per year is offered based on qualifications.