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Elite Income Advisors · 1 week ago

Chief Wealth Strategist

King of Prussia, PA

Full-time

Onsite

Director/Executive

Elite Income Advisors is seeking an experienced Chief Wealth Strategist to provide strategic financial guidance and customized investment solutions. The role involves building client relationships, developing financial plans, and mentoring a team of advisors to help clients achieve their financial goals.

AdviceFinancial ServicesInsuranceRetirement

Responsibilities

Build and maintain strong relationships with individual and business clients

Analyze clients’ financial status, risk tolerance, and objectives to develop comprehensive financial plans

Recommend investment strategies, insurance products, and other financial services tailored to client needs

Monitor client portfolios and provide ongoing financial advice and updates

Assist clients in understanding and navigating complex financial decisions

Conduct regular review meetings with clients to assess financial performance and adjust plans accordingly

Manage and mentor assigned team of Junior Advisors and Paraplanners

Experience and enthusiasm for public speaking a plus (i.e., TV, radio, podcast, events, etc.)

Qualification

FINRA Series 65Financial planning softwareCRM systemsBachelor’s degree in FinanceCFPAnalytical skillsHigh-net-worth clientsFixed AnnuitiesIndexed AnnuitiesOrganizational skillsCommunication skillsMentor experience

Required

FINRA Series 65 required

Bachelor's degree in Finance, Economics, Business, or a related field

Proven ability to build and maintain a book of business

Excellent analytical, organizational, and communication skills

Ability to build trust and maintain long-term relationships with clients

Proficiency in financial planning software and CRM systems

Preferred

Master's degree in Finance, Economics, Business, or a related field

CFP

Experience with high-net-worth clients

Advanced knowledge of Fixed and Indexed Annuities

Mentor experience with Junior Advisors

Benefits

Performance-based bonuses

Commission and incentive programs

Health, dental, and vision insurance

401(k) with company match

Paid time off and holidays

Continuing education and certification support

Company

Elite Income Advisors

Elite Income Advisors is a financial planning firm that provides retirement planning, insurance, and investment advisory services.

Ellicott City, Maryland, USA

2-10 employees

https://www.eliteincomeadvisors.com

Funding

Current Stage

Early Stage

Leadership Team

Prashant Sabapathi

Vice President

Company data provided by crunchbase