Private Client Advisor-Wealth Management

Everest Recruiting

You are responsible for managing a portfolio of clients; maximizing client engagement by assessing, understanding, and identifying clients financial/banking needs and providing or arranging a wide array of wealth advice.

Responsibilities of Private Client Advisor-Wealth Management:

  • Manage most day-to-day aspects of client engagements as a member of a client service team
  • Prepare customized comprehensive financial plans
  • Assist Wealth Advisory team to provide comprehensive wealth management advice to high net worth clients
  • Prepare long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, and inflation and investment assumptions
  • Helping prepare insurance and financial planning case notes, PPA’s, identifying additional planning opportunities and preparing IFL’s for review meetings
  • Assisting with the coordination and integration of projects and analyses done by the various groups
  • Participating in client meetings as needed for selling opportunities and relationship management
  • Developing and enhancing client relationships with the firm through service and planning interactions
  • Initiate and respond to emails and phone calls (to/from clients and their other advisors) in a thorough and timely manner
  • Work with other departments to ensure accuracy of client information and communication of client needs
  • Ensures all documentation is up to date, complete and in compliance with all policies, regulations, laws and procedures
  • Assist in retaining and building client relationships

Qualifications of Private Client Advisor-Wealth Management:

  • Bachelor’s degree in Finance or related field
  • 7+ years of experience in financial services industry
  • Required License(s) or Certifications Series 7, 65/66 & Life Insurance
  • Strong understanding of Wealth Management fee-based consulting, financial planning and ability to learn various technology platforms
  • Strong understanding of the financial services industry and financial consulting responsibilities
  • Previous experience with high net worth and ultra high net worth clients
  • Demonstrated presentation, analytical, interpersonal, relationship management, written and verbal skills
  • CFP designation (or currently working towards completion)
Maximum file size: 40 MB.

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