Job Description
Job Description
WealthPoint Advisors, a leading financial advisory firm, is seeking a Wealth Advisor to join our team. As a Wealth Advisor, you will work closely with high-net-worth clients to help them achieve their financial and investment goals.
You will have the opportunity to provide a wide range of financial services, including financial planning, investment management, and estate planning.
The ideal candidate will have a strong background in finance, exceptional communication skills, and a deep commitment to client service.
Responsibilities
- Develop and maintain relationships with high-net-worth clients
- Analyze client financial data to develop customized financial plans
- Provide investment advice and ongoing portfolio management
- Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial planning services
- Conduct regular client meetings to review progress and make adjustments to financial plans as necessary
- Stay up-to-date on market trends and investment opportunities
- Ensure compliance with all regulatory requirements
Requirements
- Bachelor's degree in finance, business administration, or a related field
- Series 65 license in good standing (Series 7, 63 or 66)
- CFP or CPA designation
- At least 3-5 years of experience working in wealth management or a related field
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Ability to work independently and as part of a team
- Deep understanding of financial markets and investment products
- Commitment to continuous learning and professional development and the company
Benefits
Pay / benefits are competitive based on industry standards, experience and capabilities.
Benefits may include : 401(k) with company matching program, paid vacation, paid holidays, and paid health insurance.
Full financial support may be provided for professional accreditation / continuing education requirements and other education / training opportunities.
WEALTHPOINT ADVISORS, LLC IS AN EQUAL-OPPORTUNITY EMPLOYER
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