Senior Private Client Advisor

Targeted Salary Range: 70000 Hours/Schedule: 8:30 AM -- 5:00 PM Description: Cultivates and maintains relationships with clients, servicing as the primary point of contact and service for all services used by clients.Provides advice regarding investment, tax, credit, and overall financial management strategies to clients; serves as a resource for client’s other advisors such as attorneys, money managers, CPAs, and tax accountants. Develops asset allocation and financial plan strategies that meets client objectives; assists clients, and their other advisors in defining objectives as needed.Actively monitors client’s financial situation and proactively engages clients in consideration of changes or additions to their financial strategies. Promotes and sells the full array of financial services distributed by the company to current and new clients; actively cultivates and maintains relationships with sources of new business. Coordinates assistance and involvement of product specialists to ensure the full and complete satisfaction of client needs. Provides superior communications and service to clients, ensuring a continual interaction that promotes mutual trust, and client retention.Develops and maintains a high level of knowledge of financial planning and investment disciplines; maintains a good base of knowledge of trust, credit, and insurance disciplines.
Completes and maintains relationship plans for new and existing clients.
Personnel management of Private Client Advisors and Assistants assigned to a Relationship Management Team; works closely with Product Manufactures to ensure quality products and best in class services are provided to clients; evaluates, monitors, and maximizes the profitability of client relationships.
Job Requirements
Job Requirements: Bachelor's Degree or equivalent training and/or work experience. Securities licensing. CFP designation. MBA preferred. CFA preferred. Ten years of trust, financial planning, asset management, or related experience.This position requires that the incumbent be highly skilled in Microsoft Office (Word, Excel, Outlook etc.) and able to rapidly learn new software applications.Strong interpersonal skills with which to build a significant level of trust with clients. Empathy and real interest in working with people. Self confidence and a proven ability to work well with highly capable and successful individuals. Ability to work effectively in a team environment.