Private Wealth Advisor Position Available In Hillsborough, Florida

Private Wealth Advisor 3.7 3.7 out of 5 stars Tampa, FL 33607 COMPANY

OVERVIEW

Riverwalk Wealth Advisors has been recognized as one of the Top Financial Advisors in the country two years running by The Financial Times. Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. This is an exciting time to be a part of our culture

• we are strong, innovative and growing.

And we want you to grow with us. Our focus on doing right by our clients, employees, field force, and community, has earned us premiere national recognition including: One of the Top 10 U.S. Independent Broker-Dealers (Financial Advisor Magazine, 2019) 111 on the FORTUNE® 500 list

POSITION OVERVIEW

As a Private Wealth Service Advisor on our team, you will be responsible for enhancing existing client relationships and developing new clients. You will work closely with clients to understand individual situations and present custom solutions. The ideal candidate will have a bachelor’s degree and a CFP certification, along with industry licensing (Series 7/66 or 63/65). As a Private Wealth Service Advisor, you will be directly responsible for:

• Working with an existing client base to help service their accounts and gain new business
• Creating new client relationships
• Creating new joint work relationships
• Serving as the technical expert on investments for the team
• Maintaining familiarity with industry and economic trends and applying that knowledge to strategic planning, firm branding, and client service The ideal candidate will display:
• A deep ability to cultivate, produce, and maintain relationships
• Self-confidence and self-esteem combined with emotional intelligence
• Approachability, respectfulness, and outstanding communication skills
• In-depth knowledge of financial markets, products, and trends, along with the ability to convey this financial knowledge to clients, advocates, and staff
• Vision development and strategic thinking
• The ability to effectively coach and mentor others
• A tendency to set and model high-performance standards
• Flexibility, adaptability, and the ability to move with change
• Trustworthiness and integrity This role is critical to the client experience and requires a high degree of follow-through, strong interpersonal skills, a strong sense of initiative, and excellent organizational capability. ### Job Responsibilities

• Client Relations:

• Heavy interaction with clients, follow-ups, maintaining client files (physical and electronic), client information, and client reports
• Properly and promptly document all client interactions in CRM
• Work directly with assigned Relationship Coordinators to ensure all client deliverables, including meetings, are being met
• Review client investments
• Review client risk tolerance
• Review client financial plan
• Review client insurance coverage (if applicable)
• Recommend changes to investments, risk tolerance, and insurance as needed
• Consult with clients on the impact of changes to non-securities related products
• Work with our joint-work partners to service and possibly uncover new business
• Educate the client on all aspects of their financial plan, including potential recommendations and changes to the same
• Uncover new business opportunities when and where appropriate

Job Type:

Full-time Pay:

From $80,000.00 per year

Benefits:

Dental insurance Health insurance Paid time off Professional development assistance Vision insurance

Experience:

CFP:

2 years (Required) Ability to

Commute:

Tampa, FL 33607 (Required)

Work Location:

In person