Senior Wealth Manager - Boston, United States - FlexProfessionals

Description

National Independent wealth-management firm seeking a Senior Wealth Advisor to provide exceptional client service with holistic financial planning to high net worth clients.

Hours/Schedule:
Full-time, flexible


Job Type:
Direct

Location Requirements :
Hybrid - Boston or Newton


Rate:
Competitive Compensation


Job Description:

The Senior Wealth Advisor serves as the firm's primary point of contact for a select group of clients and is instrumental in engaging a team of specialists to deliver on the client's needs.

In this critically important role, the Senior Advisor will manage client relationships, provide sound financial planning advice and counsel and work closely with all members of the team to exceed client expectations.

You will be expected to help grow business through the efficient use of your time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution to our firm.

Responsibilities:
Function as the primary trusted advisor to the firm's clients
Ensure retention of the firm's clients as well as generating referrals

Support clients as a subject matter expert in the areas of investments, tax planning, pension planning, estate planning, insurance, retirement planning and general financial planning.

Provide cutting edge financial planning, tax, estate, and investment advice to the firm's clients.
Analyze, draft, edit, and deliver comprehensive financial plans to clients.
Analyze prospective client's investment portfolios and financial planning in introducing new clients to the firm.
Manage client communications and follow-up with clients' other advisors.
Ensure adherence to company standards of net new asset growth and retention.
Attend company workshops or lectures and speak to groups of potential clients when called upon.


Qualifications:
Bachelor's Degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), master's degree a plus.
Minimum of 7 years of client-facing tax, wealth management or financial planning experience
CFP credential required or has advanced degree such as master's degree in financial planning or tax.
The following credentials may also be considered: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
Experience using CRM systems (Salesforce preferred)
Sales aptitude and experience is also highly desired.
Excellent communication, presentation, listening, and analytical skills.
Proven time management and organizational skills in high-volume, high-energy environments
Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts.
Must be a humble, entrepreneurial, hardworking collaborator with a positive, can-do attitude.
Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
Ability to learn quickly and efficiently.

FlexProfessionals respects and seeks to empower each individual and support the diverse cultures, perspectives, skills and experiences of its candidate network.

FlexProfessionals does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.

The candidates whose resumes are shared with our business clients are selected on the basis of qualifications, merit, and business need.

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