Senior Wealth Advisor

REDW LLC•Phoenix, AZ

1d•$121,265 - $170,000•Hybrid

About The Position

The Senior Wealth Advisor involves cultivating and managing relationships with high-net-worth clients, offering tailored financial planning and investment advice. Key responsibilities include acquiring new clients, maintaining effective communication, and overseeing client interactions to ensure an exceptional experience. As the primary point of contact, the Senior Wealth Advisor must possess a profound understanding of financial planning concepts and collaborate seamlessly with clients' other professional advisors.

Requirements

Bachelor’s degree
Financial accreditations: CPA, PFS, CFP®, or CFA®
7+ years of relevant financial planning and investment experience
Impeccable reputation in the securities industry with excellent regulatory history

Nice To Haves

Proficiency with Envestnet/Tamarac, Junxure (Preferred)
Securities 65 or 66 license (Preferred)
Significant experience with managing complex, individual and corporate client relationships.
Excellent problem solving and critical thinking skills and the strong ability to multi-task.
Experience in acquiring and servicing wealth management clients.
Strong presentation and/or public speaking skills and written communication skills.
Proven team member management and interpersonal skills.
Positive, self-starter attitude and desire to exceed expectations at every opportunity.
Strong attention to detail, highly organized and focused on work quality.
Knowledge of operations for wealth management firm/Registered Investment Advisor (RIA).
Strong aptitude to learn, implement and use new software.

Responsibilities

Establish and maintain new client relationships.
Establish priorities/goals and meet timelines/deadlines for new client acquisition.
Develop existing client relationships with excellent verbal and written communication.
Present client reports and organize/run client meetings.
Participate as active member of Investment Committee.
Work with other team members to delivery exceptional client service.
Assist in financial planning process and implement recommendations with other advisors.
Rebalance portfolios, create recommendations, and implement strategy.
Ensure that client portfolios are managed according to the asset allocation as agreed upon by the client and Relationship Manager and as documented in the Investment Policy Statement (IPS).
Maintain basic knowledge of significant software applications (Orion, Redtail, and Microsoft Office).
Develop new processes and procedures when necessary to meet expected and required client service levels and client requests.
Stay current with changes in regulatory rules and regulations and industry practices.
Assists in the strategic development of the department.
Maintain confidentiality of sensitive client and department information and issues at all times.