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Wealth Consultant
Wealth ConsultantWaldron Private Wealth • Wayne, PA, United States
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Wealth Consultant

Wealth Consultant

Waldron Private Wealth • Wayne, PA, United States
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Description

Waldron is looking to fill a Wealth Consultant position and is seeking a motivated, strategic, and competitive individual. This individual will have substantial responsibility for driving incremental revenue growth from existing clients and developing new channels to drive revenue growth.

In addition, Wealth Consultants are responsible for enhancing existing relationships with high and ultra-high net worth individuals and families. Wealth Consultants deliver comprehensive financial advice to their clients by serving as the client's trusted advisor and assuring proper administration and compliance with policies, procedures, and regulations.

As a Wealth Consultant you will :

  • Identify, solicit, close, and retain new clients of high / ultra-high net worth through individual and group business development efforts. Grow revenue by securing new wallet share from existing clients.
  • Act as the Strategic Advisor on client engagements.
  • A strategic advisor defined as being :

Responsible for providing enhanced service and technical execution of the client relationship.

  • Responsible for helping to identify and develop new growth opportunities from the existing relationship via additional wallet share or new introductions to the clients' networks.
  • Act as the Lead Advisor on client engagements.
  • A lead advisor defined as being :

    • Responsible for the service and technical execution of the client relationship.

  • Accountable for the actions of the other service team members assigned to a client engagement.
  • Viewed by the client as "the authority" for their family's finances.
  • Accountable for the retention of assigned clients.
  • May act as the Service Advisor on client relationships which is defined as being :

    • Accountable for internal execution of items necessary for service delivery.

  • Delivering advice directly to the client independently or in conjunction with the Lead Advisor.
  • Play a significant role in relationship management.
  • Lead and oversee all service aspects of the client relationship and ensure outstanding client service, with regular communication and prompt anticipation of, and attention to, client needs.
  • Collaborate with the wealth planning and investment teams to develop and deliver customized wealth management solutions to individuals and families that are consistent with client objectives and risk tolerances.
  • Expand and deepen client relationships by proactively identifying and executing various client needs.
  • Maintain knowledge of applicable laws and regulations as well as knowledge of relevant policies and procedures to ensure all requirements are met.

    • Requirements

  • Bachelor's Degree in finance or related field required. Advanced degree preferred.
  • Minimum of eight (8) years of experience in Wealth Advisory required. Ten (10) years preferred..
  • Minimum of two (2) years of a proven track record of successful business development activities required.
  • Minimum of one (1) year of experience as lead advisor on assets under management (AUM) of $10+ million required.
  • CFP / CPA / JD or other professional designation required. Extensive experience may be considered in lieu of professional designation.
  • Series 65 or 66 required or obtained within three (3) months unless regulatory exemption is granted.
  • Advanced computer skills including MS Office applications (Word, Excel, Power Point), Internet, and e-mail.
  • Highly competitive in nature and motivated.
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