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Conway Wealth · 1 month ago

Wealth Advisor - CFP Required

United States

Full-time

Remote

Mid Level

3+ years exp

Conway Wealth is an innovative, fast-growing boutique wealth management firm providing investment management and financial planning services to high-net-worth clients. The Financial Advisor will be responsible for managing client relationships, developing comprehensive financial plans, and participating in business development strategies.

FinanceFinancial ServicesWealth Management

Responsibilities

Comprehensive Financial Planning: Develop, implement, and maintain comprehensive financial plans for clients by following the Conway Wealth process

Client Relationship Management: Build and maintain strong, long-term client relationships through regular communication, reviews, and adjustments to their financial plans as needed

Next-Generation Engagement: Lead and develop strategies to engage with the next generation of clients, providing them with financial education, guidance, and advisory services

Business Development: Actively participate in the development and execution of business development strategies, including identifying opportunities for growth, attending networking events, and contributing to marketing initiatives

Investment Management: Collaborate with our investment team to implement investment strategies aligned with clients' goals, values, and interests

Regulatory Compliance: Ensure adherence to all regulatory requirements and compliance standards in the provision of financial advisory services

Stay Informed: Keep abreast of industry trends, market conditions, and changes in financial regulations to provide informed advice to clients

Qualification

Certified Financial Planner (CFP)Financial planning experienceInvestment strategies knowledgeFinancial planning software proficiencyClient relationship managementEthical standards commitmentInterpersonal skillsCommunication skills