Wealth Advisor
Key Skills for This Role
Full Job Posting
- Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and risk management.
- Facilitate client meetings, organize meeting notes, follow up regarding meetings, and respond to client and internal advisor inquiries.
- Perform investment management tasks such as account review, rebalancing, and tax loss harvesting, and can place trades when needed on occasion.
- Drive business results and acquire new assets, both from the existing client base and new client acquisition.
- Exhibit technical knowledge and competency in investment management (specifically with the ETF and mutual fund markets), retirement, insurance, and estate planning, charitable giving, and cash flow planning.
- Partner with internal tax advisors to provide interdisciplinary expertise to clients.
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
- Bachelor’s degree
- CFP designation, or working towards it
- 5+ years’ experience working in Financial Planning for an RIA or Wealth Management Firm
- Series 7 & 63 licenses required for the position; however, unlicensed candidates are considered but required to obtain licenses within 120 days of the start date
- Ability to integrate financial strategies and investments for clients
- Able to gain and maintain the respect of high-net-worth clients
- Excellent knowledge of financial markets, products, and services
- Ability to juggle multiple projects successfully
- Exceptional attention to detail and skilled problem solver
- Strong listening, communication, organizational, and interpersonal skills
- Proactive, takes initiative, and uses critical thinking to solve problems
- Proven capability to work in a team environment
- Advanced knowledge in Excel with experience in Microsoft Office products
- Knowledge of financial planning software
- Entrepreneurial spirit
About Aprio
Full-service CPA-led business advisory and accounting firm.
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