Centura Wealth Advisory · 1 day ago

Investment Advisor *Must have experience with UHNW/HNW along with deep understanding of Alternatives

United States

Full-time

Remote

Senior Level, Lead/Staff

$180K/yr - $215K/yr

8+ years exp

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Responsibilities

Act as the Consulting team subject matter expert on client investments, public markets, and internal portfolio holdings to maintain and grow AUM.

Contribute to team Assets Under Management "AUM" goals through making data-backed investment recommendations to existing clients as well as new opportunities.

Ownership and management of personal loyal client base.

Analyze current & prospective client’s investment portfolios, identifying gaps, and providing investment solutions and recommendations

Manage & own the team’s portfolio proposal process to include creation of portfolio proposals and supporting client deliverables. Pitch and present proposed solutions to clients

Responsible for implementation of client proposals once approved and steward through the investment management process and life cycle.

Manage opportunity processed within company CRM and technology systems. Own the identification and opportunity creation of new investment offers and appropriate/suitable clients for new opportunities. Prepare and present investment offerings to clients and prospects in conjunction with the Investment Department.

Leverages technology, team, and process to achieve the sales results for the team.

Builds and maintains his/her/team/firm reputation within community as professional, cutting-edge, and sought-after organization for HNW and UHNW individuals and families.

Other duties as assigned

Qualification

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Investment ManagementClient Relationship ManagementSalesforceFinancial AdvisorySeries 65/6Certified Financial Planner (CFP)CFA designationMicrosoft OfficeOrionBrokerage Trading InterfacesMarket Databases