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Chief Wealth Strategist
Job in
King of Prussia, Montgomery County, Pennsylvania, 19406, USA
Listed on 2026-02-01
Listing for:
Elite Income Advisors
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
We are seeking a knowledgeable, proactive, and client-focused, experienced Chief Wealth Strategist to join our team. The successful candidate will provide strategic financial guidance and customized investment solutions to help our clients achieve their long-term financial goals. This role requires strong interpersonal skills, sound financial acumen, and a commitment to delivering exceptional service.
Key Responsibilities- Build and maintain strong relationships with individual and business clients.
- Analyze clients’ financial status, risk tolerance, and objectives to develop comprehensive financial plans.
- Recommend investment strategies, insurance products, and other financial services tailored to client needs.
- Monitor client portfolios and provide ongoing financial advice and updates.
- Assist clients in understanding and navigating complex financial decisions.
- Conduct regular review meetings with clients to assess financial performance and adjust plans accordingly.
- Manage and mentor assigned team of Junior Advisors and Paraplanners
- Experience and enthusiasm for public speaking a plus (i.e., TV, radio, podcast, events, etc.)
- FINRA Series 65 required.
- Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s preferred).
- Proven ability to build and maintain a book of business.
- Excellent analytical, organizational, and communication skills.
- Ability to build trust and maintain long-term relationships with clients.
- Proficiency in financial planning software and CRM systems.
- CFP (preferred)
- Experience with high-net-worth clients
- Advanced knowledge of Fixed and Indexed Annuities
- Mentor experience with Junior Advisors
- Performance-based bonuses
- Commission and incentive programs
- Health, dental, and vision insurance
- 401(k) with company match
- Paid time off and holidays
- Continuing education and certification support
* Base salary [draw] will be determined from proven production with current or most recent book of business. Compensation plan/contract negotiable based on experience*
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