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CivicMinds, Inc · 19 hours ago

Wealth Management Advisor

Pittsburgh, PA

Full-time

Onsite

Senior Level

7+ years exp

CivicMinds, Inc is seeking a Wealth Management Advisor who will play a crucial role in financial strategy and client relations. The advisor will deliver personalized advice to high-net-worth clients and lead the advisory team towards achieving growth and excellence.

Information Technology

Hiring Manager

Achala Sharma

Responsibilities

Client Management: Build and maintain strong relationships with clients, providing them with tailored financial solutions to meet their unique needs and objectives. Polite, courteous, and capable of being relational in order to help clients achieve their financial goals

Strategic Planning: Develop comprehensive financial plans and investment strategies, leveraging the latest market insights and industry trends

Leadership: Inspire, mentor, and lead a team of advisors, fostering a culture of innovation, collaboration, and excellence

Business Development: Enjoy growing and scaling new business opportunities. Identify and pursue new business opportunities, driving the growth of the firm’s client base and assets under management. Has courage and confidence to work with both existing clients within practice, and hunting new opportunities (the new opportunities is where true scale and growth will drive income)

Problem Solving: Deductive and capable of mental initiative (Solving problems with data and comfortable taking risks and filling in the gaps of missing information)

High-Performance Environment: Thrive while multi-tasking and working under deadlines and a high-change, high-intensity environment

Thought Leadership: Stay ahead of industry developments and share insights with clients and colleagues, positioning the firm as a leader in wealth management

Compliance: Ensure all client interactions and financial plans adhere to regulatory requirements and firm policies

Qualification

Wealth ManagementFinancial AdvisoryClient ServiceAnalytical AbilitiesStrategic PlanningCertificationsCommunication SkillsPresentation SkillsLeadershipProactiveInnovativeStrategic Thinker