VP, Servicing Wealth Advisor
Father Gabriel Richard High School - Ann Arbor, Michigan
full-time
Posted on:
Location: Tennessee • 🇺🇸 United States
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