Wealth Advisor

Planning Alternatives
US - Michigan - Birmingham
January 5, 2025
Accounting

Company Overview:

Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience, strategies, and solutions needed to support their vision of wealth. With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management. As we continue to grow, we are seeking a highly experienced Wealth Advisor to lead client relationships and contribute to the strategic growth of the firm.

Position Overview:

The Wealth Advisor will work closely with clients to understand their financial needs and develop customized financial strategies to help them achieve their goals. This role involves advising clients on key areas of financial planning such as investment management, insurance needs, cash flow, retirement planning, estate planning, and charitable giving. The Wealth Advisor will continuously manage client portfolios, review financial plans, and maintain strong, long-lasting relationships with clients. Most importantly, they will be responsible for driving the growth of assets under management (AUM).

Key Responsibilities:

Understand Clients' Financial Needs:

Engage with clients to gather and analyze financial data, such as income, expenses, insurance, tax status, and risk tolerance, to develop personalized financial plans.
Provide tailored financial advice to help clients meet their financial goals, whether it be retirement planning, investment growth, or estate planning.

Provide Financial Advice & Ongoing Support:

Address client questions and concerns about their financial status, offering professional advice to help them improve their financial outcomes.
Develop strategies for investment planning, insurance coverage, and cash flow management that align with the clients' objectives.

Manage & Review Financial Plans:

Regularly monitor client accounts and portfolios to ensure alignment with life changes, market conditions, and financial goals.
Adjust strategies as needed to respond to changes in the economic environment, client circumstances, or financial performance.

Prepare & Present Financial Documents:

Prepare and interpret financial documents, such as income projections, investment performance reports, and summaries, ensuring clients fully understand their financial situation.
Conduct periodic reviews with clients to discuss their portfolio performance and make any necessary adjustments to their strategy.

Client Relationship Management:

Maintain continuous communication with clients to stay informed about their financial and personal circumstances, providing proactive and responsive advice as needed.
Build and manage a strong client base, focusing on long-term relationships and business development through referrals and new clients.

Team Collaboration:

Collaborate with fellow Wealth Advisors and Associate Advisors and other team members to provide clients with comprehensive financial planning services.
Contribute to the firm's overall service delivery by offering insights and subject matter expertise.

Stay Informed on Industry Trends:

Stay updated on changes in legislation, financial products, and industry trends that may impact client financial planning strategies.
Utilize financial planning tools (e. g. , eMoney) to support accurate plan development and client presentations.

Qualifications:

3+ years of industry experience as a Financial Advisor.
Proven ability to manage assets under management (AUM) of $1+ million per client.
CFP designation.
Bachelor's Degree in Business, Finance, or a related field from an accredited college or university.
Strong knowledge of investment business and financial planning principles.
Experience with financial planning software such as eMoney.
Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
Excellent time-management, organizational, and communication skills.

Benefits:

Competitive salary with performance-based incentives.
Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
Opportunities for professional development and career advancement within a dynamic and growing organization.

Planning Alternatives is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage qualified individuals from all backgrounds to apply.

Application Instructions:

To apply for the Wealth Advisor position, please submit your resume and cover letter detailing your qualifications and relevant experience to . @planningalt. com or on our website planningalt. com. We look forward to reviewing your application and considering you for this exciting opportunity to join our team.

Read the full job description and apply online on the recuiter's web-site

Wealth Advisor

Wealth Advisor

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