other
9 hours ago*
Senior Private Wealth Advisor, Practice Lead (Personal Strategy)
📍 Portland, United States·🏢 Remote
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Responsibilities
- Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
- Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients Comprehensive relationship management to be conducted via phone, email, and virtual meetings.
- Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness.
- Effectively coordinate with advisory team and various EPW stakeholders for client-related requests.
Requirements
- Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients Provide a first-in-class client
- An ability to clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions.
- Travel required to meet with clients face-to-face and build strong relationships.
- experience in financial services and client experience Previous
- experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required.
- Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills Exceptional at delivering effective client consultations – always composed, professional, and skilled at
- experience FINRA Series 65 required FINRA fingerprinting required CFP strongly preferred #pjpw What we offer you We offer an array of diverse and inclusive
- ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
- You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
- You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.**