Senior Wealth Advisor
Chesterfield, MO
At Brand Asset Management Group, we take pride in the way we serve our clients as well as each other, as teammates. That is why we hire only the best and brightest to join our team.
We are a group of slope changers which means we seek to have a positive impact on all the people we interact with by putting others before ourselves and relentlessly pursuing excellence in our work. The ideal candidate will share our core values and be inspired by our company culture.
Position Overview: The Senior Wealth Advisor will be primarily responsible for the attraction, conversion, and management of affluent family wealth. This position requires an individual who has recent, and extensive, experience directly advising affluent families. An existing book of business is desirable, but not required. The potential for future partnership opportunity is available.
Essential Duties and Responsibilities
- Build rapport with clients, assess their needs, and present relevant features of our company’s services.
- Prepare for, participate in, and follow-up to client reviews.
- Review, approve and monitor required trading and allocation adjustments.
- Identify ideal qualified prospects utilizing sales/marketing strategy.
- Work with the team to ensure that all client service issues are addressed with excellence.
- Build client relationships based upon developing strategies tailored to their financial goals.
- Analyze investment opportunities, client needs, and recommend appropriate strategies.
Desired Attributes
- Must understand tax, estate, and insurance nuances associated with high-net-worth clients.
- Team Player – respects, listens to, appreciates, and communicates well with other team members.
- Effective communicator – ability to articulate messages verbally, and in writing, to display professionalism, and warmth.
- Technically proficient – ability to demonstrate technical competence.
- Client service oriented – pays great attention to the client experience.
- Person of Integrity – adheres to fiduciary standards, acts in the best interest of the client and never waivers in word or deed.
- Creative and Innovative – strives for new and different ways to add value to our clients and team.
- Cheerful disposition – demonstrated by good body language and verbal communication.
- Compliance oriented – adheres to regulatory guidelines, engages in training, and has an overall compliance awareness.
- Sales oriented – seeks ways to advance the firm’s sales objectives.
Education and Experience Requirements and Preferences
- CFA, CFP, or CPA required.
- Bachelor’s degree preferably in Finance or Economics , graduate degree preferred (MBA, JD)
- Series 65 securities registration preferred
- 10+ years of experience as a Wealth Advisor preferred
Benefits:
- 401(k) with employer matching
- Profit sharing
- Safe Harbor employer contribution
- Medical insurance
- Flexible Spending Account
- Dental insurance
- Vision insurance
- Long Term Disability
- Short Term Disability
- Paid time off
- Paid annual holidays
- Paid annual community service day