Senior Wealth Advisor

Focus Financial Partners•Denver, CO

1d•$200,000

About The Position

NorthCoast Asset Management is an active investment management firm founded in 1988 and based in Stamford, Connecticut with over $5 billion in assets and 40 employees. The firm provides investment solutions for individuals, financial advisors, and institutions. We believe a thoroughly researched and systematic investment process grounded in common sense will outperform intuition over time. Position Summary NorthCoast Asset Management is looking for a Senior Wealth Advisor to join our Denver office and inherit a book of high net worth clientele. No requirement to source new clientele from external channels as the Firm has several well-developed lead sources.

Requirements

Bachelor’s Degree
5+ years of experience
CFP or equivalent
Strong communication skills
Ability to learn and communicate market and investment product knowledge for systematic strategies

Responsibilities

Develop relationships within existing client book
Consolidate assets and driving revenue growth
Ability to network with partners, be an ambassador of the firm
Generate opportunities for branch office presentation
Follow leads from lead source, develop opportunity, close and onboard prospective clients
Work with trading and operations to coordinate all aspects of client onboarding and ongoing account support
Scheduling client reviews, account paperwork, and miscellaneous service items as needed
Build review presentations, client proposals, and input portfolio planning information to Money Guide Pro
Maintain client communication in the contact management system
Respond to incoming emails, calls and meeting requests
A positive attitude and high energy level
Proactive communication and follow up
Demonstrated strong presentation, analytical, interpersonal, relationship management, and written and verbal communication skills