About Us:
At Wise Financial, a distinguished arm of Northwestern Mutual Private Client Group, we are deeply committed to guiding individuals and families toward realizing their financial aspirations. Our ethos revolves around personalized service and holistic financial planning, empowering our clients to make well-informed decisions about their wealth.
Job Overview:
We're seeking an experienced Senior Wealth Management Advisor to join our team. The ideal candidate will have a proven track record in providing sophisticated financial planning and investment management solutions to high-net-worth clients. As a key team member, you'll build and maintain client relationships, develop comprehensive financial strategies, and execute tailored investment plans to help clients achieve their goals.
Responsibilities:
- Cultivate trust-based relationships with high-net-worth clients.
- Conduct thorough financial assessments to understand clients' goals, risk profiles, and financial positions.
- Develop customized wealth management strategies and financial plans for each client.
- Provide expert advice on investment management, asset allocation, retirement planning, estate planning, and tax optimization.
- Implement investment strategies aligned with clients' goals using various investment vehicles.
- Regularly review and adjust client portfolios to ensure alignment with objectives and risk tolerance.
- Stay informed about industry trends and regulatory changes to provide informed advice.
- Collaborate with other wealth management professionals to deliver exceptional client experiences.
- Engage in business development activities to expand the firm's client base and assets under management.
Qualifications:
- Bachelor's degree.
- Minimum 10 years of experience in wealth management or related field, serving high-net-worth clients.
- Strong knowledge of financial markets, investment products, tax strategies, estate planning, and retirement planning.
- Excellent analytical skills with attention to detail.
- Clear and effective communication skills.
- Series 7, 65, and/or 66 securities licenses required; CFP certification preferred.
- Proficiency in financial planning software and Microsoft Office Suite.
Compensation/Benefits:
- Competitive compensation: $100,000 - $150,000 base salary, with potential for $200,000+ plus uncapped commissions. Additional compensation for bringing a book of business.
- Growth opportunities include equity participation and succession planning.
- Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
Job Type: Full-time
Total Pay: $150,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Experience:
- Wealth management: 10 years (Preferred)
Ability to Relocate:
- Indianapolis, IN: Relocate before starting work (Preferred)
Work Location: In person
