CivicMinds, Inc · 1 day ago
Senior Wealth Advisor
Novi, MI
Full-time
Hybrid
Mid, Senior Level
$130K/yr - $190K/yr
1+ years expCivicMinds, Inc is seeking a Senior Wealth Advisor to manage a portfolio of high-net-worth clients. The role involves ensuring client retention through strong relationships and customized financial planning.
Information Technology
Hiring Manager
Grace Wilson
Responsibilities
Manage a portfolio of over 100 Wealth Management clients
Ensure high levels of client retention by providing ongoing service, cultivating strong relationships, and delivering regular portfolio reviews
Assist clients with complex financial planning
Collaborate with the wealth management team to build customized investment portfolios, including stocks, bonds, ETFs, structured notes, and alternative investments
Contribute to building new client relationships in partnership with strategic partners
Qualification
Required
Bachelor's degree required
A minimum of 1-5 years in the financial services industry, preferably working with high-net-worth individuals
Proven success in client relationship building, needs identification, and solution recommendations
Willingness to travel, including occasional trips to our corporate offices in Utah
Ability to work in a fast-paced, collaborative team environment
Extensive knowledge of investment products, financial solutions, and strong presentation skills
Strong attention to detail, with excellent interpersonal and communication abilities
A professional demeanor, punctuality, and a strong work ethic
Preferred
Certifications: Series 65 and/or CFP preferred, or a willingness to pursue additional education
Company
CivicMinds, Inc
CivicMinds, Inc is one of the best Consulting Companies in Southern California.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Gabriela Franco, CEO
CEO
Company data provided by crunchbase