About The Opportunity
A wealth management firm in New York City is actively seeking a new Wealth Advisor for a promising opportunity with their growing staff. In this role, the Wealth Advisor will be responsible for assisting in providing financial planning, investment-related services, and business development to their client base of High Net Worth individuals. Apply today!
COMPANY DESCRIPTION
Wealth Management Firm
JOB DESCRIPTION
The Wealth Advisor will:
Prepare detailed wealth management plans for clients and prospective clients, including: cash flow analysis and projections; asset allocation; lifestyle analyses; investment management; risk management; and, estate planning
Prepare all investment account proposals and review performance reports
Assist with the preparation of all client review meeting materials along with the corresponding performance and financial reports / schedules
Assist in the monitoring of client investment portfolio allocations and makes corresponding trades, when deemed necessary
Coordinate and communicate with the relationship management professionals and firm partners
Build relationships with industry professionals and potential referral sources
Write white papers/position papers on changes to tax and estate law changes that impact clients
REQUIRED SKILLS
5+ years of Wealth Advisory experience
Bachelor's Degree in a related field
Knowledge of Client Relationship Management (CRM) systems
Microsoft Office/Suite proficient (Excel, PowerPoint, etc.)
Solid analytical, mathematical, and research skills
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized
Able to multitask efficiently and effectively
Desired Skills
CFP, CPA, and/or CFA
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