Audible Wealth Management is a full service wealth advisory firm based in the Washington DC metro area, that focuses on financial planning, investment strategies and insurance solutions. We aim to guide our clients toward developing and/or refining their financial plan. Audible Wealth values characteristics such as integrity, trust, and transparency in order to strengthen client relationships. We understand the importance of a balanced lifestyle. The core strategy starts by identifying a plan, strategically implementing the plan, and delivering on expectations in order to help our clients reach their financial goals.

Industry: Financial Services
Company Size: 2-10 employees

Audible Wealth Management

Savvy Admin PROD

About the job

Audible Wealth Management is a full service wealth advisory firm based in the Washington DC metro area, that focuses on financial planning, investment strategies and insurance solutions. Our primary objective is to make an impact in the community as we assist clients in reaching their goals. We believe constructing a dynamic team will expand our ability to provide the best possible service to our clients.

We are looking for a proven professional to offer comprehensive financial planning investment advice and also dedicated to delivering elite client experiences. The Senior Wealth advisor will partner closely with our wealth team to help meet the financial needs of clients, both now and long term. The Senior Wealth Advisor is a fiduciary advisor, placing the clients’ interest first.

Responsibilities

· Work directly with clients on implementing financial plan and revisions for future life events.

· Collaborate with wealth planning team to manage client portfolios, and research financial solutions.

· Build customized financial plans focused cash flow, taxes, retirement plans, investments, and risk management.

· Cultivate relationships with prospective clients.

· Master referral creation and acquire new clients by converting warm leads.

· Adhere to all regulatory and compliance rules, procedures, policies.

· Partner with internal team to ensure client service is a top-notch experience.

· Conduct client review session to stay up to date on material changes in the clients’ household.

Required Qualifications·

· Minimum of 5 years in a client-facing role in the financial or accounting services field.

· Holds Series 6 or 7, Series 63, 65, or 66 active licenses.

· Existing book of business with managed clients.

· Prior experience with wealth planning FINTECH like CRMs, financial software.

· Clean FINRA record. No regulatory issues.

· Proven track record of sales and service role in the financial industry.

· Bachelor’s degree.

Preferred Qualifications

· CFP, CFA, or CPA.

· Graduate degree – JD, MBA.

· Active Life & Health Insurance license.

· Proficiency in Microsoft Word, Excel, PowerPoint, Google Suite, CRMs, trading platforms, etc.

· Organized with strong attention to detail.

· Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, etc.

· Work in teams as well as create your own individual career path.

· Serves as a thought leader and internal resource for wealth management topics.

Senior Wealth Advisor

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