Wealth Management Advisor

We are seeking an entrepreneurial and driven Wealth Management Advisor to join our network of independent professionals. You will be responsible for building and managing your client base by providing comprehensive financial advice, with a focus on retirement income planning, investment strategies, and risk management.

Key Responsibilities:

• Client Acquisition & Business Development:

Develop and execute a personal marketing and business plan to proactively identify and attract prospective clients.

Generate leads through networking, referrals, client seminars, and digital marketing strategies.

Build and maintain a robust pipeline of potential clients.

• Holistic Financial Consulting:

Conduct in-depth financial needs analyses to understand clients' goals, risk tolerance, and financial situations.

Design, present, and implement customized financial strategies using a broad array of solutions, including:

• Client Relationship Management:

Serve as the primary, trusted advisor for your clients, providing ongoing service and regular portfolio reviews.

Deepen client relationships through exceptional service, leading to organic growth via referrals.

• Compliance & Practice Management:

Manage all aspects of your practice, including scheduling, client records, and compliance documentation.