The Essence Group ยท 7 hours ago
Senior Wealth Advisor
United States
Full-time
Remote
Senior Level
5+ years exp
Maximize your interview chancesExecutive Search Services
Hiring Manager
Jacqueline Moore, RPR, CEC, ACC, CPCC
Insider Connection @The Essence Group
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Responsibilities
Build and maintain strong, long-term relationships with high/ultra-net-worth clients
Source and acquire new clients to expand existing markets and/or create growth in new markets
Understand clients' financial goals, risk tolerance, and unique needs to develop personalized wealth management strategies
Conduct thorough financial analyses and create comprehensive financial plans tailored to clients' objectives
Collaborate with the cross-functional team to provide strategic advice on investment planning, retirement planning, planned giving, tax strategies, estate planning, and other financial aspect
Develop and implement advanced wealth management strategies based on clients' risk profiles and financial objectives
Ensure compliance with industry regulations and ethical standards in all client interactions and financial planning activities
Qualification
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Required
$50M-$75M transferable book
5+ years of financial planning and wealth management experience
Proven track record of success in originating and acquiring new clients
Strong technical proficiency in all aspects of comprehensive financial planning, including estate planning, asset management, tax planning and closely held entities
Ability to assess complex financial profiles and strategies, and communicate issues, opportunities and solutions clearly and concisely to clients
Preferred
One or more industry credentials, e.g. CFP, CFA, CPA, etc. (preferred but not required)
Company
The Essence Group
The Essence Group is an executive search firm specializing in the recruitment and placement of technical, middle management and executive positions in Financial Services and Accounting & Finance across North America.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
