Senior Wealth Advisor
Senior Wealth Advisor
Senior Wealth Advisor
Savvy
Savvy Wealth is a fintech company revolutionizing the wealth management industry by providing a digital-first platform for financial advisors. The Senior Wealth Advisor role is pivotal in developing high net worth client relationships, shaping the future of advisor technology, and contributing to business development efforts.
Qualification
- Proven experience in wealth management or financial advisory roles.
- Strong understanding of investment strategies, tax planning, and financial planning concepts.
- Ability to develop and manage high net worth client relationships.
- Experience in business development and cultivating prospective client sources.
- Excellent communication and interpersonal skills.
Responsibility
- Develop new client relationships and support Business Development efforts.
- Gather client data, both quantitative and qualitative, to understand financial planning and investment needs.
- Review and analyze clients' financial situations and advise on investment strategy, tax planning, retirement planning, and more.
- Identify potential issues for clients, explain financial planning concepts, and prepare financial plans.
- Design long-term investment strategies and appropriate asset allocations with clients.
