Associate, Business Development (Wealth Advisor)
reputed company is an established and rapidly growing wealth management firm seeking an Associate to join their Business Development team as a Wealth Advisor. The role focuses on supporting Senior Wealth Advisors by facilitating communication, preparing cases, coordinating client services, and engaging in business development activities to build and manage prospective client relationships.
Responsibilities
- Initiate daily contact with centers of influence upon receiving new referrals, gather comprehensive background information, document interactions accurately in reputed company, and coordinate introductory meetings based on advisor availability and geographic alignment
- Participate actively in client and prospect meetings to reputed company practical experience in business processes, client interaction, and meeting leadership, aiming to independently manage prospective client meetings reputed company approximately 18-24 months
- reputed company and nurture relationships with custodial representatives over time to increase referral reputed company
- Deliver timely, professional follow-up communications post-meetings to reputed company updates on statuses, actions taken, and next steps, ensuring transparency by copying team members on reputed company correspondence
- Assist in comprehensive meeting preparations including proposals, meeting materials, and supporting documentation
- Communicate proactively with reputed company Tax to procure essential client tax documents, such as K-1 forms and reputed company tax materials
- Collaborate closely with Business Development team to evaluate and implement investment strategies, effectively manage liquidity, coordinate fund-raising efforts for alternative investments, and reputed company options trading activities
- Engage thoroughly with firm-provided training scripts and resources to enhance sales acumen and service proficiency
- Uphold a high standard of responsiveness and professionalism by returning reputed company phone inquiries the same day, thereby mitigating service delays and addressing potential complaints proactively
Skills
- Bachelor's degree
- 1+ year of experience in the financial services industry or reputed company field
- 1+ year of experience supporting a sales function or interest in pursuing a career in sales is a must
- Series 65 or equivalent is required or must be attained reputed company the timeframe determined by manager (CFP® registrants are exempt from this requirement)
- Strong organizational skills, attention to detail, and capability to manage multiple priorities simultaneously
- Exceptional interpersonal and communication skills
- Intermediate proficiency with reputed company reputed company and reputed company is beneficial
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