Client Advisor - Wealth Management
About The Position
The Client Advisor position is responsible for driving business development initiatives while managing and expanding a portfolio of high net worth clients. This multifaceted role requires a combination of consultative sales expertise, relationship management skills, and comprehensive wealth planning knowledge. Key responsibilities include prospecting for new client relationships, delivering financial planning solutions, fostering client retention, and collaborating with a team of wealth management specialists to grow the high net worth business of First Commonwealth Advisors. Business development efforts are generated through referrals from bank partners, centers of influence, and existing client relationships. The Client Advisor serves as a trusted advisor, providing guidance across a broad range of wealth management disciplines, including financial planning, retirement planning, and estate planning. Success in this role requires a strong understanding of wealth management principles, exceptional relationship-building abilities, and the capacity to communicate complex financial concepts clearly and effectively. The Client Advisor must work collaboratively with internal specialists to deliver integrated wealth management strategies, exceed client expectations, and support the achievement of individual and organizational growth objectives.
Requirements
- Knowledgeable in Account Administration
- Financial Planning software and capabilities
- Strong personal and sales skills required
- A valid driver’s license and regional travel required
Nice To Haves
- CFP, CTFA, CPA preferred
- A minimum of five (5) years related experience preferred
Responsibilities
- Driving business development initiatives
- Managing and expanding a portfolio of high net worth clients
- Prospecting for new client relationships
- Delivering financial planning solutions
- Fostering client retention
- Collaborating with a team of wealth management specialists to grow the high net worth business
- Providing guidance across financial planning, retirement planning, and estate planning
- Delivering integrated wealth management strategies
- Exceeding client expectations
- Supporting achievement of individual and organizational growth objectives
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What This Job Offers
Job Type
Full-time
Career Level
Senior
