Summary:Our award-winning client is seeking a Wealth Advisor to join their team. We are seeking an individual to assume the pivotal role of a primary relationship manager and investment professional, responsible for key client relationships. The primary focus is on fostering client loyalty, expanding wallet share, and generating client referrals.Responsibilities:Lead investment and financial planning services for clientsAim to retain and expand wallet share through existing clients or referralsDeliver exceptional service for an extraordinary client experienceAssist clients in achieving their long-term financial goalsCollaborate with business development advisors in prospect meetingsArticulate investment and planning processes in sales presentationsCoordinate and participate in client events focusing on specific wealth topicsDevelop and present client-focused advice solutionsExecute client servicing standards through periodic meetingsInclude financial planning analysis, investment recommendations, and portfolio reviewsManage client portfolios based on company models and target allocationsStay updated on clients' wealth management issues and needsAnticipate unspoken needsCultivate client relationships across generationsEmphasize familial connections and generational planningProvide coaching, mentoring, and development support to associate rolesMaintain comprehensive records in the customer relationship management systemRefer business to other divisions at the client and company if applicableRequired Qualifications:Bachelor's Degree in business, finance, or a related field.Series 7, 66, or 63/65 registration.CFP preferred; CFA or CPA also desirable.
We are Provision People (provisionpeople.com), an award winning organization for Recruiting top-tier Talent, and facilitating a variety of Talent Acquisition services. Consistent top performer in NPA Worldwide, a leading global search and recruitment organization where we were ranked #1 in 2023, #2 in 2022, #2 in 2021, and #1 in 2020.
Provision People started in New York City in 2016 to serve organizations as way more than just a vendor after seeing how consultative winning solutions are in our arena.
Our super powers are providing the highest quality candidates (on and off the market/active and passive), job opportunities, and top-notch customer service revolving around an integrity centric ethos. We only help those that value people and make the world an easier and better place to live in.
What we offer - Flexible staffing & recruiting services, specializing in: employer branding, candidate sourcing, screenings & assessments, interview scheduling, background checks, onboarding, and applicant tracking system management.
If you think we could have a win/win partnership, please contact us.
