Wealth Management Advisor I Salary in Sumava Resorts, Indiana

The Wealth Management Advisor I uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Being a Wealth Management Advisor I monitors client portfolios to ensure appropriate risk profile. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. In addition, Wealth Management Advisor I follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have or be working towards the Certified Financial Planner (CFP) designation. Typically reports to a manager. Being a Wealth Management Advisor I work is closely managed. Works on projects/matters of limited complexity in a support role. Working as a Wealth Management Advisor I typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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