Wealth Advisor/Financial Planner

Role Overview

The primary responsibility of the Wealth Advisor is to provide support and excellent client experiences. The Wealth Advisor will be advising clients on how to invest their portfolios and prepare client plans and proposals. The Wealth Advisor will be making moderate client recommendations and proposal. The Wealth Advisor will provide operational support and work closely with internal partners in portfolio services, investments, products, operations and client services to execute on client relationship strategies.

Responsibilities

• Work in partnership with transition team in the onboarding process of new clients.
• Act as a concierge to clients to assist with their financial needs and ensure client satisfaction and retention.
• Proactively contact existing clients to educate them about products and services to help them onboard through a digital first experience.
• Be resourceful when determining moderate soluti...