Wealth Advisor – Wealth Management, Personal Strategy

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

📋 Description

• Deliver an exceptional client experience by managing both proactive and reactive client interactions related to onboarding, financial planning, and investor education.

• Guide clients through a superior experience by effectively managing outreach initiatives and financial planning milestones.

• Manage client relationships: work closely with your advisory team to cultivate and sustain strong, long-term relationships with valued clients.

• Identify and promote planning opportunities while coordinating the collection of financial planning information.

• Financial planning & analysis: offer comprehensive financial planning services customized to meet clients’ unique needs and objectives.

• Present planning deliverables either individually or in collaboration with your advisory team.

• Investment management: suggest, implement, and assess investment strategies that align with clients’ risk tolerance and financial goals.

• Stay updated on market trends, economic conditions, and regulatory changes that may affect investments.

• Assist in monthly audit reviews in partnership with various EPW stakeholders.

• Collaborate with Portfolio Management to facilitate relationship clearance, manage customization, and respond to client requests.

⛳️ Requirements

• Bachelor's Degree in Business or a related field, or equivalent experience.

• Over 4 years of relevant experience in financial services and customer relations.

• FINRA Series 65 certification is mandatory.

• FINRA fingerprinting is required.

• Adequate knowledge of wealth management strategies, financial planning, tax optimization, and estate planning.

• Excellent verbal and written communication skills; strong interpersonal capabilities; detail-oriented; adept at managing multiple time-sensitive tasks simultaneously; proactive self-starter with strong situational awareness and contextual thinking, as well as exceptional organizational and presentation skills.

• Outstanding at conducting effective client consultations – consistently composed, professional, and proficient at building trust and fostering long-term client relationships.

• Demonstrated ability to address various client needs, achieve multi-product objectives, and analyze and present investment portfolios to clients.

• Proficient in or able to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%).

• Tuition reimbursement up to $5,250 per year.

• Business-casual environment that allows for wearing jeans.

• Generous paid time off upon hire – including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time – 16 hours per calendar year.

• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) – BRGs promote inclusion and collaboration within our business and in the communities where we live, work, and play. BRGs are open to everyone.