Alpine Private Wealth · 20 hours ago
Wealth Management Advisor
St Louis, MO
Full-time
Onsite
Mid, Senior Level
3+ years expAlpine Private Wealth is dedicated to serving as a steadfast advocate for the financial well-being of their clients. They are seeking a Wealth Management Advisor to manage and grow their high-net worth private client and family office business, focusing on providing superior financial advice and investment strategies.
AccountingAdviceFinanceFinancial ServicesWealth Management
Responsibilities
Identify and cultivate qualified high net worth prospects and successfully convert them into clients of the firm
Effectively communicate the investment principles, policies, process and performance of Alpine's investment strategies and services
Review the circumstances, objectives, and preferences of high net-worth families and develop effective asset allocation and investment strategies for them
Advise high net worth families on all aspects of their wealth structure and related planning including estate planning, retirement planning, tax planning, etc., in consultation with other professionals (e.g. CPAs, attorneys, etc.)
Work with the President and Advisory Team to develop a successful marketing and sales strategy to achieve asset growth objectives
Assist with the ongoing build-out and evolution of the platform for client sales and service including a creative/consultative role in policies, procedures, and technology development
Qualification
Required
Three or more years of successful private client advisory experience
Strong belief in a valuation-based approach to investing
Intense and sincere desire to help clients improve their financial lives
Proven ability to build credibility and confidence with sophisticated high net worth, ultra-high net worth, and family office clients
Very thorough knowledge of financial markets and investment strategies and the ability to influence sophisticated investors with financial market and investment acumen
In-depth working knowledge of wealth management topics including estate planning, tax planning, retirement plans, philanthropic planning, college savings plans, etc
Extremely positive outlook on life and a sincere desire to persistently seek solutions rather than focus on obstacles
Demonstrated success working both independently and in a team environment
Preferred
Advanced designations such as CFA, CFP, CIMA, CPA, MBA and/or JD are preferred
Company
Alpine Private Wealth
Alpine Private Wealth manages the wealth of high-net-worth investors, families and institutions to solve their complex financial, investment, and wealth structuring needs.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase