VP, Wealth Advisor
Father Gabriel Richard High School - Ann Arbor, Michigan
VP, Wealth Advisor
Father Gabriel Richard High School - Ann Arbor, Michigan
full-time
Posted on:
Origin: • 🇺🇸 United States • Tennessee
Visit company websiteJob Level
Lead
About the role
- Meet regularly with existing clients to assess their evolving financial needs, goals, income, expenses, assets, liabilities, and risk tolerance to maintain and update comprehensive financial plans; Provide ongoing advice on investments, suggest suitable financial products, and work with our operations team to execute trades and adjustments to achieve client goals; Regularly review client accounts and market performance to recommend portfolio adjustments, ensuring plans remain effective as client circumstances and market conditions change; Educate clients on various investment options, financial strategies, and help them understand potential risks associated with different choices; Schedule and conduct regular client meetings, prepare detailed reports, and maintain proactive communication to address client questions and concerns; Work closely with the momentum team to ensure seamless service delivery and leverage combined expertise for optimal client outcomes; Maintain accurate client records, documentation, and ensure adherence to all financial regulations and fiduciary standards
Requirements
- CFP Certification Required - Active CFP designation with commitment to ongoing professional development; Service-oriented experience with 5+ years in wealth management demonstrating exceptional client service, relationship maintenance, and client retention; Strong understanding of investments, retirement planning, tax strategies, estate planning, and risk management; Ability to assess financial situations, analyze market trends, and develop sound financial plan adjustments; Exceptional ability to clearly explain complex financial information and strategies to clients of varying sophistication levels; Experience regularly reviewing client accounts, monitoring market performance, and making strategic recommendations; Based in or willing to relocate to Nashville, TN or Little Rock, AR area for in-person client meetings; Series 65 or equivalent registration with clean U4; Experience working effectively with support staff and other advisors in a team-based service model; Demonstrated commitment to fiduciary duty and acting in clients' best interests
