$60k - $75k/year based on experience + bonus potential
Responsibilities
Proactively engage prospective clients, converting warm leads and firm inquiries into committed, long-term wealth management partnerships.
Lead the end-to-end sales process, adhering to a disciplined two-meeting close framework: conducting an impactful Meeting 1 (Discovery & Diagnostic) and delivering a compelling Meeting 2 (Custom Strategy Presentation & Agreement Execution).
Articulate complex financial planning concepts, tax strategies, and investment philosophies into clear, actionable value propositions that inspire decision-making.
Address client hesitation, navigate objections with poise and ethical transparency, and ask for the business with confidence and finesse.
Analyze client financial profiles, assets, liabilities, retirement timelines, and risk tolerances to architect individualized wealth plans.
Requirements
Bachelor's degree in Finance, Business Administration, Marketing, or a related discipline
Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements in a clear and professional manner.
Support client service activities, including preparing paperwork, coordinating money movement requests, and processing account maintenance tasks.
Provide overflow support to Client Service Associates during client onboarding, ensuring account documentation is complete, accurate, and timely.
Coordinate scheduling for client meetings (both onsite and virtual) and manage related logistics.
Prepare meeting agendas, assemble supporting materials, and ensure advisors are fully equipped for client discussions.
Requirements
Bachelor’s degree in Finance, Financial Planning or related field
Nice to have: interest in pursuing the CFP designation
Recruit, onboard, train, develop and coach new advisors to build a holistic financial services practice.
Compensation
Salary Range: 85,000/85 000 - 128,000/128 000
Responsibilities
Source candidates for the Sun Life advisor role through community contacts and referrals
Support candidates and ensure a positive onboarding experience, including licensing studies, market identification, business planning, and joint client appointments
Train and onboard new advisors and oversee successful implementation of their onboarding plan
Conduct training in product knowledge, sales process, and provide pre- and post-sales support
Develop advisor skills through coaching in prospecting, business practice, cross-selling, sales cycle, and business management
Requirements
Minimum 2 years of related experience within the financial services industry
Nice to have: professional designation in financial services
Lead and develop a high-performing team of Wealth Advisors, fostering collaboration and accountability.
Locations (2)
Portland, United States
United States
Compensation
The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.
Responsibilities
Lead and develop a high-performing team of Wealth Advisors
Demonstrate a clear, engaging leadership style
Drive cultural integration of acquired wealth management practices
Contribute to regional and enterprise leadership
Serve as a trusted advisor to affluent clients
Requirements
Bachelor’s degree in Business, Economics, Accounting, or Finance
Master’s degree a plus
Nice to have: Chartered Financial Consultant (ChFC)
The Client Relationship Manager serves as a key member of the advisory team, acting as a bridge between client service, relationship management, and advisor support.
Compensation
$62,353.20-$95,000.00
Responsibilities
Serve as a primary point of contact for designated client relationships
Build trust with clients through proactive communication and responsive service
Manage ongoing client requests and follow through to completion
Service and maintain relationships within a designated segment of the firm's client base
Identify client needs and coordinate appropriate resources and solutions
Lead with Purpose. Partner with Impact. ClariVise Private Wealth is seeking a personable, motivated, and client-focused professional to join the firm as a Service Advisor in Alpharetta, GA.
Responsibilities
Support Lead Advisors in managing and servicing client relationships, including preparation for and participation in client meetings.
Assist with gathering, organizing, and analyzing client financial information to support financial planning recommendations.
Prepare client meeting materials, financial planning analyses, reports, and presentations.
Participate in client meetings, document key discussion points and action items, and coordinate timely follow-up.
Serve as a point of contact for clients regarding ongoing service needs, account questions, financial planning items, and follow-up requests.
Requirements
Bachelor’s degree in Finance, Financial Planning, Economics, Business, or a related field
Senior Wealth Advisor SAFE Act is a seasoned professional role focused on client relationship management, financial planning, and compliance within Citigroup’s Private Client Coverage.
Compensation
$70,000.00 - $200,000.00
Responsibilities
Build relationships with new clients to bring in bank and brokerage assets
Deepen relationships with existing clients in PWM and Retail bank through financial planning and discovery
Respond to referrals and recommend best offerings based on profiling
Make securities recommendations and provide investment advice
Master referral opportunities to grow portfolio
Requirements
Bachelor's/University degree or equivalent experience
Nice to have: basic understanding of investment and financial planning strategies
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