Wealth Management Advisor

Rochester, NY

JK Executive Strategies is proud to partner with a Registered Investment Advisor in search of a Wealth Management Advisor to join its team! Our client is seeking an experienced Wealth Management Advisor to join our growing team in Pittsford, NY. This senior-level, full-time position is ideal for a professional who thrives on helping individuals and families achieve their financial goals through thoughtful planning, genuine relationships, and personalized service.

If you’re outside the Rochester area but already have an established client base, we encourage you to apply, we value experience and relationships built on trust, wherever they may be.

Responsibilities

• Meet with existing clients and keep in contact on a frequent basis to ensure their financial needs/goals have not changed. The individual must understand the client needs, goals, and objectives as well as develop relationships with interested parties of the client, either professional (attorney/accountant) or with other members of the family.
• Communicate investment strategies, performance and portfolio positioning to prospective and existing clients.
• Developing financial plans for new & prospective clients: Gather financial planning data from clients and prepare and implement financial plans for new and existing clients.
• Generate new business leads. The applicant will proactively set and conduct productive meetings and develop and foster new client relationships. Growing sales and market share is important.
• Create and update marketing content for prospective and existing clients.

Requirements

• Bachelor’s degree required
• Proven record of successful business development
• 3+ years of financial planning experience with a solid understanding of the financial markets
• Excellent written and oral communication skills
• Holds, currently pursuing or willing to achieve the CFP® designation
• Self-starter/entrepreneur with the ability to attract new business opportunities
• Experience and success in retirement plan conversions is a plus
• Extensive experience in Microsoft Office software and EMoney or other financial planning software
• Strong client retention skills and a client-first approach to work is imperative
• Must have the ability to work in a team setting

Salary Range

• $80-100k

JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.