This job has expired

Wealth Advisor

Employer
Measured Wealth Private Client Group
Location
Portsmouth, New Hampshire
Salary
Competitive Compensation Package
Closing date
Nov 19, 2021

View more

Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred
You need to sign in or create an account to save a job.

Job Details

The Wealth Advisor will be the principal point of contact with clients and is responsible for maintaining the ongoing relationships. This individual will have a broad understanding of wealth management practices and investment strategies with the ideal candidate having proven financial planning experience.

Responsibilities

  • Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements
  • Work with Investment team to identify and implement appropriate investment strategy for each client based on their goals, objectives, and risk tolerance.
  • Work with client to develop individual investment objectives
  • Monitor investment performance versus benchmarks and develops insights for clients regarding key contributors and detractors
  • Monitor client accounts on a quarterly basis relative to policy and goals
  • Reviews portfolio issues (i.e., taxes, liquidity events, etc.) quarterly
  • Manage investment transition for new clients
  • Communicate and collaborates with the Investment Team regarding investment strategy and client portfolio structure
  • Provide recommendations to individuals and family enabling them to fulfill their financial goals
  • Identify insurance needs for clients and assess proper solutions
  • Work with investment team as needed for client proposals, assessing risk tolerance, and identifying appropriate investment strategies
  • Firm resource to develop financial plans as needed
  • Develop a knowledge of the client’s entire financial and family situation and be able to structure an investment and financial plan
  • Ability to discuss estate planning and work with internal and external resources to meet estate planning goals of the client.
  • Direct consultation with attorneys and accountants on financial, tax and estate planning
  • Client meeting planning, facilitation, and presentation
  • May be assigned to larger and more complex books of business
  • Compliance with all industry rules and regulations and firm policies
  • Other duties as assigned

Qualifications

  • Bachelor’s degree from an accredited college or university
  • Minimum 5 years relevant experience within financial services, wealth management preferred
  • Strong organization and communication skills
  • CFP required
  • Competence with industry software to include CRM, Portfolio Management system, MS Office, custodial platform

Company

Measured Wealth Private Client Group LLC is an independently owned Registered Investment Advisory firm with offices located in Portsmouth, NH and Boca Raton, FL. We provide investment management and comprehensive financial planning services to our more than 500+ client families. We are growing rapidly and committed to building a strong team environment within the firm.

Find Us
Telephone
603-431-1444
Location
303 Islington St
Portsmouth
NH
03801
US
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert