Job Title: Senior Advisor

Reports To: Partner Group

Job Description: The successful candidate will be an integral part of the firm’s advisory and client experience team. He/She will:

· Provide valuable advice and confidence to clients.

· Create trust and deepen relationships with client and their network of related professionals.

· Engage in business development as well as the larger community.

· Participate in creation of client communication and educational articles/presentations.

· Manage and mentor team that supports his/her clients.

Accountable for:

· Meeting and exceeding clients’ wealth management needs and service expectations.

o Educating and empowering clients to make informed financial decisions.

o Coordinating with various professionals to successfully implement wealth management strategies.

o Managing client risk proactively and ensuring a long term approach with client wealth.

o Communicating effectively with clients on a regular basis.

· Ensuring team atmosphere (no silos) and culture of our clients vs my clients.

o Involving and keeping advisory and client service team informed regarding client activity.

o Assisting in overall growth of clients by involving others as needed.

o Developing internal support team so that a successful career path can be established for them.

Desired Skill Competencies:

· Technical:

o Proficient in advanced portfolio management and financial planning concepts.

o Experienced in executing complex wealth management strategies.

· Relationship Management:

o Demonstrated ability to manage and foster a variety of complex clients.

o Successfully coordinate various third parties to work together in an organized and convenient manner for clients.

· Communication:

o Ability to break down complex concepts into simple explanations.

o Comfortable presenting in front of others.

o Ability to recognize communication preferences to most effectively engage clients.

· Business Development:

o Proven track record of closing new business.

o Successful examples of developing new channels of growth.

· Teamwork:

o Ability to inspire and motivate support team.

o Ability to recognize when specialists need to be involved or when work needs to be delegated

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Desired Behavioral Competencies:

· Ensuring Long Term Results:

o Ability to bring a sound knowledge of the industry, organization, and its clients to bear on the strategic thinking process.

· Managing Outcomes:

o Ability to establish measurable outcomes and create systems for monitoring progress toward them.

· Delegating to Others:

o Readiness to explain expectations, provide appropriate resources, and assist with regular and unscheduled coaching.

· Making Decisions:

o Ability to stay strategic, results-oriented, and productive and still do justice to the complexity of issues and views of others.

· Dealing with Conflicting Ideas:

o Ability to speak out in the face of opposition, acknowledge conflict, and work openly toward strategically aligned solutions.

· Personal and Professional Growth:

o Ability to solicit and act on constructive feedback,

o Challenge oneself with tough assignments.

o Demonstrate resilience and courage in the face of setbacks and opposition.

Required Qualifications:

• Minimum 7 years of experience in the wealth management industry or a related field.

• CFP® or CFA

• College degree, advanced degree a plus

• Proficient with client relationship management, portfolio management/accounting, and financial planning softwares. Orion, Junxure CRM, eMoney, and Schwab or Fidelity advisor websites a plus.

Expected Outcomes:

• Add value to the Senior Advisor Team by being an additive resource to our clients and internal staff.

• Ability to manage up to 75 clients over time.

• Increase revenue of firm over time.

• Strengthen corporate culture.

• Enhance support team over time.