Senior Wealth Advisor

Your Role and Contributions:

1. Strategic Financial Planning:
   
   • Design and execute high-level financial strategies for high-net-worth clients, including investment management, tax optimization, estate planning, retirement planning, and risk management. Tailor strategies to meet complex and evolving client needs.
2. Client Relationship Management:
   
   • Serve as the primary point of contact for a select group of high-net-worth clients. Develop and nurture deep client relationships, ensuring personalized service and comprehensive solutions that align with clients’ long-term goals.
3. Business Development and Growth:
   
   • Lead efforts to acquire new clients through targeted networking, referrals, and business development strategies. Develop and implement initiatives to expand the firm’s client base and market presence.
4. Financial Blueprint Creation:
   
   • Craft detailed and sophisticated financial blueprints that address clients’ unique financial goals.
5. Leadership and Team Development:
   
   • Mentor, coach, and lead a team of wealth advisors and financial professionals. Provide training and support to enhance team skills, foster professional growth, and ensure high performance and alignment with firm goals.
6. Educational Presentations and Thought Leadership:
   
   • Represent EFC Wealth Management Firm as a thought leader by delivering high-impact presentations and workshops. Share insights on market trends, financial strategies, and industry developments at seminars, webinars, and client events.
7. Compliance and Risk Management:
   
   • Oversee adherence to all regulatory requirements and internal policies. Ensure that client strategies and advisory practices comply with industry standards and mitigate risks.
8. Client Retention and Expansion:
   
   • Implement strategies to maintain and grow client portfolios. Conduct regular reviews and performance assessments to ensure client satisfaction and optimize financial outcomes.
9. Advanced Problem-Solving:
   
   • Address complex client issues and financial challenges with innovative solutions. Leverage deep industry knowledge to resolve intricate problems and provide strategic advice.
10. Cross-Selling and Service Integration:
    
    • Identify opportunities to offer additional services and products that enhance client value. Integrate various aspects of wealth management to provide a cohesive and comprehensive service offering.
11. Team Support:
    
    • As a member of a small, dynamic team, you may be asked to take on additional tasks and provide support in areas outside of your primary responsibilities as needed. Your flexibility and proactive approach will be essential in helping us achieve our goals and adapt to the evolving needs of the firm.

What You Bring to the Team:

• Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree (e.g., MBA, CFP, or CFA) preferred.
• Minimum of 10 years of experience in wealth management or financial advisory roles, with a proven track record of managing high-net-worth clients and delivering exceptional service.
• Life insurance license required; Series 65 license or equivalent required.
• Extensive knowledge of investment strategies, estate planning, tax optimization, and financial planning.
• Proven track record of securing new business, closing opportunities and driving revenue growth.
• Strong leadership skills with demonstrated experience in mentoring and developing financial professionals.
• Exceptional communication skills with the ability to convey complex financial concepts clearly to clients and team members.
• Proven ability to manage multiple high-priority tasks in a dynamic and fast-paced environment.
• Strong problem-solving skills with a strategic and analytical approach to client needs and financial planning.

Why Join Us?

Imagine waking up every morning with the sole purpose of making a difference in people’s lives. At EFC Wealth Management, not only do we go the extra mile for our clients, but we go the extra mile for team members who are loyal and dedicated to helping us grow. We believe in excellence in everything we do and are committed to your success. If you are looking for a place to thrive and create a lasting career, you’ll find it here.

Our Core Values:

At EFC, we have an unwavering commitment to excellence through eight core values that define our Elite Team:

• Growth Minded – Always look for ways to improve.
• Accountable – Own your mistakes; own your success.
• Integrity – Do the right thing, always.
• Success Driven – Never settle; consistently move forward.
• Team Player – Do what’s best for the firm.
• Loyalty – Ride or die! Be willing to go through the fire.
• Respectful – Treat people right.
• Servant Driven – Look for ways to help others.