Senior Client Advisor – Investment Strategies

Job Description: • Actively manage client relationships, service, and be an expert on the Wealth Enhancement investment advisory platform. • Provide clients with guidance and education. • Take meeting notes and promptly enter into our CRM (Salesforce) • Ensure effective and complete communication to clients • Position WE full wealth management services to convert client to a comprehensive full wealth management client • Develop and maintain a high-level understanding of solutions, products and services • Collaborate with appropriate business leaders to conduct joint sales calls, prepare proposals /presentations • Establish strong relationships and collaborate with key personnel, such as financial advisors, advanced planning, tax team, and trust teams. • Prepare and conduct annual client reviews • Work closely with the IM team and portfolio consultants on investment strategies • Gather data for client reviews and review client files for additional sales opportunities • Systematize the review process utilizing the CRM system • Participate in Wealth Enhancement training, educational events, coaching programs, and proficient in advisor/client facing technology. Requirements: • Bachelor's degree (or equivalent experience) in Business, Finance, Economics or related field • Minimum of 6 years’ experience in financial services industry, focus on investments • FINRA Series 65 • Knowledge of financial markets, modern portfolio theory and asset allocation • Proven written and verbal (presentation) communication skills with the ability to successfully interact with people at all levels of the organization and clients • Ability to create quality written presentations for client consumption • Detail oriented, highly organized and adaptable with the ability to work independently • Ability to organize and prioritize workflow and projects • Familiarity with Salesforce and Workday preferred • CFP, CFA or CIMA (preferred) • Familiarity with financial planning software like eMoney, MGP Benefits: • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Apply tot his job