Company: Waldron Private Wealth
Posted on: January 16, 2022
Waldron is looking to fill multiple wealth advisor positions and
is seeking motivated, strategic, and competitive individuals. These
individuals will have substantial responsibility for driving
incremental revenue growth from existing clients and developing new
channels to drive revenue growth. This position has the opportunity
for short-term equity/partnership.
In addition, Wealth Advisors are responsible for enhancing existing
relationships with high and ultra-high net worth individuals and
families. Wealth Advisors 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.
In this role 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
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
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
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.
What you need:
Bachelor's Degree in finance or related field required. Advanced
Minimum of ten (10) years of experience in Wealth Advisory
required. Twelve (12) years preferred.
Minimum of two (2) years of a proven track record of successful
business development results required.
Minimum of three (3) years of experience as lead advisor on assets
under management (AUM) of $125+ million required.
CFP/CPA/JD or other professional designation required. Extensive
experience may be considered in lieu of professional
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.
Waldron is a boutique wealth management firm that advises a select
group of multigenerational families, business owners and corporate
executives. We are dedicated to providing our clients with
comprehensive financial planning and independent, goal-based
investment management. Waldron has been consistently ranked as a
top financial advisor by industry leading publications including
Barron's, Forbes, and the Financial Times.
At Waldron we offer our employees:
Comprehensive medical benefits - currently we cover 100% of your
Dental and Vision coverage
Short and Long Term Disability
401(k) Profit Sharing
Paid Time Off
Financial Planning Advice
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Keywords: Waldron Private Wealth, Novi , Wealth Advisor, Other , Novi, Michigan
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