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Senior Wealth Management Advisor

Job Description
Heritage Wealth Management offers highly sophisticated wealth management designed to help clients accomplish their immediate and long term investment goals. Successful Advisors at Heritage Wealth Management understand their client's financial objectives through one-on-one advice and are able to recommend and deliver the appropriate products and services. These products and services may include Managed Accounts, Private Asset Management, Personal Trust Services, Retirement Plans, Mutual Funds, IRAs, Brokerage Service and Education Savings plans.

Heritage Wealth Management is an Equal Opportunity Employer

Responsibilities

  • Serve as Heritage Wealth Management's primary point of contact for high net worth/affluent clients
  • Manage and develop a book of business of client relationships (existing book preferred)
  • Grow book of business by acquiring client assets held outside of Heritage Wealth Management
  • Develop additional business through referrals
  • Build and solidify client relationships pre and post retirement
  • Manage client relationships with the goal of developing first call status for all financial needs.
  • Some local travel may be required

Qualifications

  • Minimum of 10 years of demonstrated advisory, client management and sales experience providing complex wealth management services for high net worth and affluent clients.
  • Existing Series 65 and appropriate state licenses if applicable
  • Strong track record in generating sales and a broad background in retirement products, general investment matters and applicable tax and estate planning issues.
  • Excellent interpersonal skills and face-to-face relationship building
  • Demonstrated experience in understanding client's financial situations and personal circumstances.
  • Bachelor's Degree required