BerganKDV, LTD
Senior Wealth Advisor (Project Management)
Growth Potential
Mentor Program
Employee Referral Rewards
Comprehensive Benefits Package
Customized Career Path
Open Door Leadership Style
Entrepreneurial Operating System
Description:
We have an exciting opportunity for a Senior Wealth Advisor to join our wealth management group recognized as one of InvestmentNews Top Firms to Work for Financial Advisors in 2021. This is a unique opportunity perfect for a growth-oriented advisor with an entrepreneurial mindset that is eager to launch our wealth management business in the Kansas City or Iowa City/Cedar Rapids markets. Successful candidates will have an exceptional ability to grow a market by leveraging our existing growth channels, deliver a "wow" client experience, and develop and build a team.
The Senior Wealth Advisor will be responsible for client relationship management, advice delivery, and driving the growth of their market. This individual will be supported by centralized financial planning, tax planning, investment management, and other critical internal resources designed to deliver a "wow" client experience. This individual will be tasked with identifying client needs and issues and bringing innovative solutions capable of empowering clients to live their best life. Additionally, this individual will be tasked with delivering growth of the wealth management business in Market by leveraging our organic growth model.
Job Responsibilities:
Comprehensive wealth planning that is customized to client's needs
Proactive client communication and impeccable level of client service
Ongoing advice and consultation with clients to earn and maintain confidence as a trusted advisor
Execute on BerganKDV's customer service standards (BerganKDV Way)
Leverage technology to increase efficiency and effectiveness
Bear ultimate responsibility for client relationships and their retention.
Build and maintain professional relationships with internal centers of influence and external referral partners that foster new client opportunities.
Build and drive growth in partnership with BerganKDV's Market Sales team, marketing, and other firm resources.
Embrace and live BerganKDV's core values.
Embrace the idea of lifetime learning and a desire to constantly learn new things.
Maintain a positive attitude and willingness to adapt in a rapidly changing environment.
Requirements
Bachelor's degree required
Minimum of five years of industry experience in wealth management or other industry that provides pertinent experience
Required licenses: Series 65 (If not currently held, must obtain within 3-months of employment)
Track record of success acquiring new clients and delivering on a "wow" client experience
Experience utilizing financial planning (e.g., eMoney) and other technology to deliver wealth management
Professional certification(s): CFP, CFA, or CPA required (If not currently held, must be willing to obtain as soon as possible upon hire).
Desire to lead people and build a team
Proficient interpersonal communication, writing and group presentation skills
Well-developed analytical and problem-solving skills
Able to make critical decisions independently
No regulatory or other disciplinary disclosures
EXPLORE THE WORKPLACE OF THE FUTURE - BERGANKDV
A leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients.
Be who you want to be at BerganKDV.
BENEFITS THAT GO BEYOND
We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family and your career. Our competitive compensation package offer is catered to reward you for your performance and recognition for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial and social well-being.
All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.