Senior Wealth Management Professional
1 day ago
We are seeking a seasoned Salaried Wealth Advisor to manage and grow a high-net-worth portfolio. This role involves comprehensive wealth planning, strong client relationship management, and driving financial planning practices within the business.
Main Responsibilities
- Provide tailored wealth planning services, focusing on investments, risk, business, and fiduciary matters.
- Acquire and manage a portfolio of high-net-worth clients through effective relationship-building and proactive management.
- Conduct regular client reviews, ensuring alignment with their evolving financial needs.
- Adhere to compliance and mandate requirements.
- Collaborate across business divisions to enhance client services.
- Manage practice operations, including revenue and commission oversight, to ensure business efficiency and client satisfaction.
Qualifications
- MATRIC (CFP designation preferred).
Experience
- At least 3 years in investment and insurance sectors.
Skills
- Strong investment and product knowledge
- Excellent communication and time management
- Ability to manage a financial practice within a larger business
- Resourceful, client-focused, and highly proactive
- Familiar with regulatory and compliance requirements
- Strong analytical skills and FUA management track record
Compensation Package
The estimated annual salary for this position is $150,000 - $200,000, depending on experience and qualifications.
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