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Portsmouth

    Wealth Advisor - Portsmouth, United States - CNI Consulting Inc.

    CNI Consulting Inc.
    CNI Consulting Inc. Portsmouth, United States

    1 week ago

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    Description
    Job Description
    Overview

    The Wealth Advisor will be the principal point of contact with clients and handles 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 the Investment team to identify and implement an appropriate investment strategy for each client based on their goals, objectives, and risk tolerance.
    • Work with clients 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 families 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
    • A 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 investment and financial plans
    • Ability to discuss estate planning and work with internal and external resources to meet the 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
    Requirements

    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
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