Wealth Advisor, Employee Accounts

Role overview

What you will do

• Provide investment planning, portfolio management and client service to employees in the Employee Investment Program.
• Assess suitability, guide asset allocation, explain asset classes and understand client needs.
• Handle day-to-day requests and account documentation, execute account work in systems and collaborate with administration support.
• Conduct client meetings, prepare documentation and provide tailored updates.
• Lead outreach to expand the program and act as a primary contact for employees.
• Pursue client opportunities through employee referrals, networking and business development.
• Participate in team learning and professional development.

What you bring

• Undergraduate degree and CIM or CFA Level 1.
• Industry experience and ability to be registered as AR or AAR.
• Investment and financial services foundation, with interest in sales and business development.
• Ability to guide suitability assessments, asset allocation, portfolio construction and investment planning.
• Strong client service, interpersonal, presentation, communication, relationship-building, collaboration and networking skills.
• Ability to work quickly and accurately in a fast-paced environment; integrity and emotional intelligence.
• Interest and ability to understand financial markets and portfolio and investment management.

Compensation

• Compensation includes salary, bonus and commission on external new assets.
• Expected base salary is $95,000 to $140,000; actual starting pay depends on experience, skills, qualifications and internal equity.

Work arrangement

• The posting includes the hybrid role marker #LI-HYBRID.

What the company offers

• The description introduces company goals and employee offerings but the provided text ends before listing further details.