Client Advisor - Wealth Management in Independence, OH

Description

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. 

Key skill sets include:

• Business development and client acquisition
• High net worth client relationship management
• Financial, retirement, and estate planning
• Client retention and service excellence
• Strategic networking and referral development
• Effective communication of complex financial concepts
• Cross-functional collaboration and teamwork

 

Bona Fide Occupational Qualifications

1. Bachelor's Degree in Business, Accounting, or related field preferred.  Must be knowledgeable in Account Administration.  CFP, CTFA, CPA preferred.

 2. A minimum of five (5) years related experience preferred.

3. Financial Planning software and capabilities. 

4. Strong personal and sales skills required. 

5. A valid driver's license and regional travel required.

 

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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