Wealth Advisor

Job summary
The Wealth Advisor oversees and consults to client accounts.Responsibilities include asset allocation development and review, portfolio oversight and management, client communication, performance reconciliation, and financial planning.An essential function of the role is to provide support to clients as well as partners of the firm.
Job seniority: associate level
Responsibilities
• Creates investment plans.• Reviews and reconciles client performance reports.• Assists clients.• Researches client issues.• Maintains client records.• Rebalances client accounts.• Prepares client communication.• New business development.• Assists Senior Wealth Advisors and Partners on client projects as needed.• Meets and conducts holistic review meetings with clients.
Requirements
• 2-5 years of experience within the financial services industry.• Bachelor's degree required.• Must have strong organizational and prioritization skills.• Ability to work independently to research and resolve client issues.• Must understand appropriate paperwork and procedures necessary to process transactions.• Client services oriented.• Strong attention to detail.• Must be computer literate and proficient with Windows, Word, and Excel.• Schwab and Fidelity platform experience is preferred.• Ability to multi-task.• Ability and willingness to work both independently and within a team.• Ability to problem solve and determine effective problem resolutions while complying with corporate, legal, and regulatory requirements.
Key Skills Needed
• Organizational skills• Communication skills• Problem-solving skills• Attention to detail• Proficiency with Windows, Word, and Excel