Lead Wealth Advisor

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Company: Synectics Inc.

Location: Pittsburgh, PA 15237

Description:

Key Responsibilities:

The Lead Financial Advisor is a client-focused professional dedicated to providing tailored financial guidance and support. Spending over 80% of their time directly with clients, they help individuals and families achieve financial goals by creating detailed financial plans, offering customized investment strategies, and ensuring ongoing adjustments to meet evolving needs and market conditions.
Beyond client interactions, advisors stay updated on market trends, regulatory updates, and financial products to provide the best guidance.
Work closely with tax advisors, estate planners, and other financial experts to take a comprehensive approach to financial planning.
While maintaining high service standards to generate client referrals, this position typically does not require business development or marketing efforts to acquire new clients.
Develop personalized financial plans aligned with client goals.
Offer investment recommendations based on objectives and risk tolerance.
Regularly review and adjust client portfolios for optimal performance.
Provide planning in areas such as retirement, estate, tax, and education.
Conduct periodic client meetings to review progress and update strategies.
Explain financial concepts clearly to help clients make informed decisions.
Ensure compliance with financial regulations and legal requirements.
Collaborate with industry professionals to deliver well-rounded advice.
Respond to client inquiries with accurate and timely information.

Required Skills & Knowledge:

Deep expertise in financial planning, investment management, and tax strategies.
Strong analytical skills to assess risks and create strategic solutions.
Excellent verbal and written communication for client engagement.
Relationship-building skills to develop trust and long-term partnerships.
Solid understanding of financial regulations and compliance.
Problem-solving abilities to address client-specific financial challenges.
Proficiency with financial planning software and investment platforms.
10+ years, with a strong focus on client management, strategic financial planning, and business development.
Skills Development: Expertise in holistic financial planning, client acquisition, and long-term relationship management.
Strong communication, analytical thinking, and deep financial knowledge are key to success in this role.