Wealth Management Advisor (Hampton, VA)
Company Name:
The Bowdoin Group
POSITION:
Wealth Management Advisor
POSITION
Tier 1 Financial institution offers highly sophisticated financial planning capabilities designed to help clients accomplish their immediate and long term investment goals. We provide these services through seasoned professionals who have expertise in a variety of financial disciplines and who work seamlessly together to meet our clients' needs. We are expanding our IAS Business to meet client demand for our products and services. To manage this rapid growth, IAS brings a firm commitment to training, including a mentorship program, peer coaching support and ongoing training on investments, wealth management, new financial tools and the company products. As a result, my client prides itself on having built a remarkable group of talented advisors who thrive on a consultative client approach and team collegiality. We offer a competitive compensation and benefits package. Relocation benefits may be available for specific geographic opportunities.
As a Wealth Management Advisor you will have the opportunity to deliver a distinctive client experience that leverages our unique value proposition. Successful Advisors understand their client's unique financial objectives through one-on-one advice as well as leveraging our collaborative environment to deliver appropriate products and services. These products and services include Managed Accounts, Private Asset Management, Personal Trust Services, Retirement Plans, a family of no-load Mutual Funds, Life Insurance, IRAs, After-Tax Annuities, Brokerage Service and Education Savings plans.
Focuis is primarily in the academic, medical, cultural and research fields. This role will include serving participants and clients. Strong applicants will have outstanding relationship management skills, solid financial service product knowledge and proven sales skills.
RESPONSIBILITIES
Serve as primary point of contact for High Net Worth and affluent clients.
Manage and develop an assigned book of business of individual high net worth ($500k or greater) client relationships (approximately 400) across products and services while complying with all regulatory requirements.
Responsible for growing the book of business through identifying value added products and services for clients, identifying and acquiring client assets held outside and developing additional business through referrals.
Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition of the Wealth Management Group's business.
Manages client relationships with the goal of developing first call status for all financial planning needs.
Coordinates communications among a client's account team and across applicable institutional segments.
Some local travel may be required.
QUALIFICATIONS
Series 7, 66 (or 63 and 65) and appropriate state life insurance licenses are required in accordance with licensing guidelines.
Minimum of 5-8 years of demonstrated advisory, client management and sales experience providing complex financial planning services exclusively for high net worth ($500k+) clients.
Strong track record in generating sales and a broad background in retirement products, general investment matters and applicable tax and estate planning issues.
Ability and experience in understanding client's financial situations and personal circumstances.
Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business.
Excellent interpersonal skills and face-to-face relationship building abilities.
Competent computing skills that include working with the Microsoft Office suite, CRM and proprietary systems.
EDUCATION
Bachelor's Degree strongly preferred and weighted.
Professional designation of Certified Financial Planner (CFP) also strongly preferredEstimated Salary: $20 to $28 per hour based on qualifications.
The Bowdoin Group
POSITION:
Wealth Management Advisor
POSITION
Tier 1 Financial institution offers highly sophisticated financial planning capabilities designed to help clients accomplish their immediate and long term investment goals. We provide these services through seasoned professionals who have expertise in a variety of financial disciplines and who work seamlessly together to meet our clients' needs. We are expanding our IAS Business to meet client demand for our products and services. To manage this rapid growth, IAS brings a firm commitment to training, including a mentorship program, peer coaching support and ongoing training on investments, wealth management, new financial tools and the company products. As a result, my client prides itself on having built a remarkable group of talented advisors who thrive on a consultative client approach and team collegiality. We offer a competitive compensation and benefits package. Relocation benefits may be available for specific geographic opportunities.
As a Wealth Management Advisor you will have the opportunity to deliver a distinctive client experience that leverages our unique value proposition. Successful Advisors understand their client's unique financial objectives through one-on-one advice as well as leveraging our collaborative environment to deliver appropriate products and services. These products and services include Managed Accounts, Private Asset Management, Personal Trust Services, Retirement Plans, a family of no-load Mutual Funds, Life Insurance, IRAs, After-Tax Annuities, Brokerage Service and Education Savings plans.
Focuis is primarily in the academic, medical, cultural and research fields. This role will include serving participants and clients. Strong applicants will have outstanding relationship management skills, solid financial service product knowledge and proven sales skills.
RESPONSIBILITIES
Serve as primary point of contact for High Net Worth and affluent clients.
Manage and develop an assigned book of business of individual high net worth ($500k or greater) client relationships (approximately 400) across products and services while complying with all regulatory requirements.
Responsible for growing the book of business through identifying value added products and services for clients, identifying and acquiring client assets held outside and developing additional business through referrals.
Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition of the Wealth Management Group's business.
Manages client relationships with the goal of developing first call status for all financial planning needs.
Coordinates communications among a client's account team and across applicable institutional segments.
Some local travel may be required.
QUALIFICATIONS
Series 7, 66 (or 63 and 65) and appropriate state life insurance licenses are required in accordance with licensing guidelines.
Minimum of 5-8 years of demonstrated advisory, client management and sales experience providing complex financial planning services exclusively for high net worth ($500k+) clients.
Strong track record in generating sales and a broad background in retirement products, general investment matters and applicable tax and estate planning issues.
Ability and experience in understanding client's financial situations and personal circumstances.
Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business.
Excellent interpersonal skills and face-to-face relationship building abilities.
Competent computing skills that include working with the Microsoft Office suite, CRM and proprietary systems.
EDUCATION
Bachelor's Degree strongly preferred and weighted.
Professional designation of Certified Financial Planner (CFP) also strongly preferredEstimated Salary: $20 to $28 per hour based on qualifications.
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