Senior Financial Advisor - REMOTE

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.

Accountabilities

• 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.
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