Open role
Wealth Advisor (Remote)
Summary :Our established client is seeking a Wealth Advisor to join their firm.Our award winning client has a track record of success and growth with the opportunity to work closely with the Firm's executive leadership.The Firm has a diverse, open architecture investment offering including traditional investment strategies and vehicles as well as hard to source, alternative and private investment opportunities.Extensive support and infrastructure provided via established head office team.This is a great opportunity to work at a well established and growing company in a high-visibility role.Responsibilities :Focus on developing and growing comprehensive high touch HNW relationshipsProvide strategic advice across a variety of financial products and servicesAssess client's overall financial picture, understand their needs and develop a solid financial planGuide clients towards a profitable and secure financial decisionCultivate client base and build win-win relationshipsNetwork, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc.Keep abreast of new industry's trends and research market to back up financial consultingOversee the course of the financial plan and update it, if necessary, to ensure profitsComply with all industry rules and regulationsLiaise with providers, solicitors, valuers and other professionalsRequired Skills and Experience :Wealth Advisor, or Financial Advisor experienceMust have extensive experience working with high-net worth (HNW) clientsMust have an established track record of developing new business / new clients, and ideally a portable book of business and assets under management (AUM) that can be brought to a new organization. Experience: 5 years required