Sr. Client Advisor (Remote)

Jobgether

1d • Remote

About The Position

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Client Advisor - REMOTE. In this role, you will play a vital part in nurturing and managing strategy-only client relationships, delivering exceptional service and impactful investment advice. Your expertise in investment management will not only help in elevating client experiences but also drive significant growth for our partner. Join a dynamic team and be a key player in shaping the financial futures of clients while enjoying the flexibility of remote work.

Requirements

• Bachelor's degree in Business, Finance, Economics or related field.
• Minimum of 6 years’ experience in the financial services industry.
• FINRA Series 65 certification required.
• Deep knowledge of financial markets and investment strategies.
• Strong written and verbal communication skills.
• Detail-oriented and capable of functioning independently.
• Experience with CRM software, preferably Salesforce.

Nice To Haves

• Preferred credentials: CFP, CFA or CIMA.
• Familiarity with financial planning software like eMoney.

Responsibilities

• Build trust and provide service that exceeds client expectations.
• Conduct need-based analysis for personalized financial recommendations.
• Convert strategy-only clients into full wealth management relationships.
• Generate referrals to support continued business growth.
• Manage and maintain high-quality client relationships effectively.
• Prepare and conduct annual client reviews alongside the investment team.
• Collaborate on joint sales calls and prepare proposals.
• Ensure comprehensive communication with clients throughout the engagement.

Benefits

• Training and professional development opportunities.
• Medical, dental, and vision coverage for employees and families.
• 401k retirement plan with matching contributions.
• 18 days of paid time off (PTO), increasing with tenure.
• 12 paid holidays each year plus additional paid leave.
• Reimbursement for tuition and professional credentials.
• Life and AD&D insurance options available.
• Flexible spending accounts for medical and other expenses.
• Wellness programs and resources to support work/life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level