Gateway Group Personnel · 6 hours ago
Senior Wealth Advisor
Memphis Metro
Full-time
Onsite
Mid, Senior Level
3+ years expGateway Group Personnel is seeking a Senior Wealth Advisor to provide financial planning and investment advisory services to high-net-worth individuals and businesses. The role involves creating comprehensive financial plans, managing investment portfolios, and maintaining strong relationships with clients through effective communication.
Human ResourcesInformation TechnologyStaffing Agency
Hiring Manager
James Murdock
Responsibilities
Regular communication with large group of existing clients, including phone calls and meetings
Update financial plans and record all notes and changes in the company CRM
Manage investment portfolios of clients based on their financial plan
Must service clients with a confident yet kind approach, and be adaptable to client needs through excellent communication skills
Must have the ability to quickly create trust with clients
Monitor client account activity, research, and resolve any issues
Qualification
Required
CFP® with 3+ years of client facing experience
Bachelor's degree or equivalent industry experience
Exceptional client service skills and ability to communicate effectively
Company
Gateway Group Personnel
Gateway Group Personnel is a staffing and recruiting company offering temporary staffing services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
James Murdock
Senior Talent Partner
Company data provided by crunchbase