Wealth Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Cultivate and enhance client relationships while managing a client portfolio through qualified leads, referrals, and proactive outreach efforts.

• Provide thorough financial planning encompassing wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate planning considerations.

• Collect client financial statements and create strategies to optimize profitability or alleviate debts.

• Aid in portfolio construction and monitoring, including generating performance and allocation reports.

• Engage in client meetings and review cycles, prepare summaries, and keep track of action items.

• Address routine client inquiries regarding accounts, statements, transfers, administrative requests, and fundamental planning questions.

• Utilize planning, CRM, and investment platforms for onboarding, account upkeep, reporting, and business development initiatives.

• Collaborate with wealth, retirement, and insurance specialists to provide integrated solutions.

• Maintain precise client files, meeting notes, and compliance documentation.

• Enhance knowledge of investments, capital markets, tax implications, and planning strategies.

⛳️ Requirements

• Bachelor’s degree in Finance, Business, Economics, Accounting, or a closely related field is preferred.

• 3-5 years of experience in financial services, wealth management, banking, or a similar client service role; internships, co-ops, or equivalent experiences will also be considered.

• Series 65 or 66 and state Life & Health Insurance License may be necessary or should be obtained within 90 days.

• Proven experience in customer service, sales support, or relationship management, preferably within a professional or financial services setting.

• Proficient in MS Office applications – Word, Excel, PowerPoint, Outlook.

• Excellent verbal and written communication skills.

• Basic understanding of investment principles, asset allocation, risk/return tradeoffs, and personal financial planning concepts.

• Strong attention to detail and organizational capabilities.

• Ability to manage multiple tasks, meet deadlines, and keep accurate records.

• Comfort with working with data and reports, including performance reports, statements, and allocations.

• Capability to thrive in a fast-paced environment, multitask, and adjust to changing priorities.

🏝️ Benefits

• Remote work arrangement.

• Occasional travel for client meetings and internal training or events.