Finance jobs in United States

A reputable Financial Advisory Services firm is seeking a Senior Wealth Advisor to build and manage a portfolio of high-net-worth clients. This role requires a combination of financial expertise, relationship management, and a commitment to providing personalized service to clients.

Key Responsibilities:

• Develop a portfolio of high-net-worth clients through networking and relationship-building
• Provide comprehensive wealth and estate planning services, focusing on investments, risk management, business planning, and fiduciary duties
• Ensure adherence to mandates and compliance requirements
• Manage client needs proactively through effective CRM management
• Conduct regular review meetings with clients
• Follow practice management principles for effective business management (segmentation, servicing, etc.)
• Oversee revenue and commission management
• Build relationships across divisions and contribute to growing the company profile, particularly in Stellenbosch

Skills and Qualifications:

• Matric (Grade 12)
• Preference for Certified Financial Planner (CFP) qualification
• At least 5 years of experience in investment and insurance sectors
• Strong network, preferably in the Western Cape/Stellenbosch area
• Capability to independently manage a practice within the business
• In-depth knowledge of investment products and financial planning
• Strong client service focus with excellent communication skills
• Resourceful, proactive, and excellent at time management and prioritization
• Proven track record in managing funds under advice (FUA)
• Solid analytical skills and understanding of legal and regulatory requirements