Wealth Advisor
HORNE LLP - Ridgeland, MS
Wealth Advisor
    • HORNE Wealth Advisors
  • is an independent registered investment advisor and offers investment management on a discretionary basis to individuals, families, business owners, retirement plans and charitable organizations.

    Position Summary

    Wealth Advisor helps affluent clients make wise choices about their money and wealth. Through our consultative process, the advisor seeks to understand client concerns and to provide personalized investment management and advanced wealth planning strategies to address those concerns. The advisor’s primary goal is to manage client assets to help achieve their financial goals. The advisor has responsibility for both sourcing and closing new investment business from qualified referrals and contacts.

    Required Experience, Education and Licenses
    • Ten years’ experience in investment management or financial planning with proven record of face-to-face client responsibility.

    • Strong community presence with an established network of contacts.

    • Bachelor’s degree in accounting or finance.

    • Hold a current or valid CFP® designation, CPA license or other investment professional designation or working to obtain CFP® designation or CPA/PFS license.

    • If a CFP® professional or CPA, must be a member in good standing with CFP® or CPA boards, associations and societies.

    • Specialized skills – passionate about making a difference, positive energy, confident and engaging presence, high level of commitment and self-motivation, strong communication and listening, effective follow-up and closing, big picture yet attention to detail

    • Technology skills – proficiency with Excel, Word and other financial planning software

    Job Requirements
    • Develops "high-trust" relationship with Firm Partners and external contacts for qualified referrals

    • Develops "high-trust" relationship with prospective clients with portfolios over $1 million

    • Presents proposals to prospective clients with goal of converting them as clients

    • Implements and maintains Investment Plan and Policy Statement for client relationships

    • Collaborates with client advisory team to determine and assist implementation of advanced wealth planning strategies

    • Builds meaningful client relationships through ongoing contact and exceptional service

    • Provides thought leadership to contacts

    • Meets annual revenue and assets under management goals

    • Willing to travel out-of-town to meet with clients and prospective clients

    Mentors and supports Wealth Advisory team in following duties:
    • Client Discovery

    • Portfolio Analysis

    • Investment Transition Plan

    • Investment Plan & Policy Statement

    • Advanced Wealth Planning

    • Portfolio Management

    • Client Service

    • Client Billing

    We serve a broad range of industries such as Franchising, Construction, Manufacturing, Professional Services, and Healthcare. We value our people, our clients, innovation, leadership, teamwork, doing what’s right, technology, and success. EO

    E M/F/D/V Location: Ridgeland, MS Service Specialty: F
    INANCIAL SERVICES

    HORNE LLP - 11 months ago - save job - block
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