Wealth Advisor

Wealth Advisor page is loaded## Wealth Advisor locations:
Franklin, TN (Cool Springs) time type:
Full time posted on:
Posted Todayjob requisition :
R8289

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
** Our Newest Opportunity:
** This position plays a crucial role in evaluating clients and prospects, understanding their  financial needs, and providing tailored advice to help them achieve their financial goals. This  role involves a mix of client interactions, financial analysis, and sales strategy. In addition, this  position will support business development efforts including events, campaigns, prospect  meetings, and proposals. The role leverages expertise in financial planning, investments, and  retirement solutions to cultivate and maintain client relationships through referrals,  educational workshops, and participant meetings.

It fosters trusted relationships,  comprehensive wealth management strategies, and exceptional client service.

Essential Duties and Responsibilities (includes but is not limited to):  Develop and Manage Client Relationships:  
· Build trust with clients by understanding their financial needs, goals, and risk  tolerance.  
· Develop and present customized financial plans, collaborating with internal teams as  needed.  
· Deliver an exceptional client experience through ongoing communication and service.  
· Meet with clients regularly to review progress and ensure investment alignment with  evolving needs.  Wealth Management Expertise:  
· Advise clients on a full spectrum of wealth management strategies, including asset  allocation, investment management, and estate planning.  
· Serve as a resource for clients with complex financial planning needs and retirement  plan considerations.  
· Stay informed on best investment solutions to present to clients.  Prospect Development and Business Growth:  
· Develop leads through various channels including: utilizing One Digital’s Workplace to  Wealth strategy to engage existing plan clients, educational events, networking, and  referrals.  
· Convert leads into wealth management clients by effectively advancing them through  the sales pipeline.  
· Collaborate with the service team on client onboarding and ongoing service activities.  
· Support business development efforts through events, campaigns, and prospect  meetings.  
· Document client interactions and lead generation activities using the CRM system.
· Generate revenue through successful sales activities.  Qualifications, Skills and Requirements:  
· Proven track record of exceeding sales goals.  
· Strong understanding of financial planning principles, investment strategies, and  relevant regulations.  
· Excellent communication, presentation, and interpersonal skills.  
· Ability to work and make decisions independently.  
· Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).  
· Demonstrated discipline maintaining sales pipeline and client information in a CRM,  Salesforce preferred.  
· Experience with financial planning software, Money Guide Pro  preferred.  
· Proven success with multi-tasking and managing priorities effectively.  
· Ability to adapt to a rapidly changing business and technology environment.  
· Continual learner mentality, able to adopt new solutions and interpret the impact of  new laws for prospective clients.  
· Must be able to maintain confidentiality of highly sensitive client information,  including personnel and financial data.  
· Regular and predictable attendance is required.  
· Business travel up to 25%.  Education, Training and

Experience:

· Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or  relevant experience in retirement plan sales.  
· Must possess a valid relevant securities license or demonstrate a strong likelihood…