Financial Advisor- Private Wealth Management

Boutique wealth management firm is looking to hire a Financial Advisor due to growth. This person will inherit a book of business to manage out of the gate, with responsibility for continuing to grow the book through prospecting, networking, etc. The financial advisor will provide comprehensive financial planning and guidance to HNW clients with a minimum account of $1mil AUM. The company offers huge opportunity for long term financial success, including a strong base salary perpetuity of commissions (no cliff dates), and opportunity to become an owner of the firm long-term! Company also offers a fantastic work life balance!

Responsibilities include:

• Understand the priorities, goals, and risk tolerance for each client in order to provide a comprehensive financial plan and financial advice
• Grow current book of business through prospecting, attending networking events, and establishing centers of influence.
• Perform research, collect data, and build client presentations
• Develop relationships with high net worth clients, establishing trust and rapport in all interactions
• Attend client meetings and take initiative on follow-up items
• Partner closely with the client's external advisors such as accountants and attorneys
• Provide clients with specific financial planning strategies to include estate planning, tax planning, and retirement planning

Requirements include:

• Bachelor's degree
• Strong background in financial planning, to include tax planning, estate planning, and retirement planning
• Experience managing a book of business
• Excellent communication and presentation skills
• Prior experience interacting with high net worth clients
• Deadline-oriented
• Desired certifications: CFP, Series 65, Series 66