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Investment Advisor job in Baltimore at Greene Resources

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Investment Advisor at Greene Resources

Investment Advisor

Greene Resources Baltimore, MD Full-Time
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Job Number: 45271


Investment Advisor


Job Description:

Our client, a leading brokerage advisory firm, is looking for an Investment Advisor to join their team! The Investment Advisor drives business results by developing and maintaining client relationships, understanding client needs and delivering an exceptional client experience. The IA will serve as a resource for clients with complex wealth management needs and financial planning solutions, as well as, exhibiting technical knowledge and competency in investment management, retirement and conducting retirement plan participant education meetings. In addition, the IA will support business development efforts including events, campaigns, prospect meetings, and proposals. This is a direct hire, hybrid opportunity located in Baltimore, Maryland.


Responsibilities:


  • Drive business results by developing, managing and expanding client relationships through referrals and new business development activities

  • Earn clients trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience

  • Advise clients on all aspects of wealth management including: asset allocation, investment management and wealth planning

  • Serve as a resource for clients with complex wealth management needs and financial planning solutions

  • Exhibit technical knowledge and competency in investment management, retirement, and conduct retirement plan participant education meetings; meet with individual participants; build relationships with participants and key employees.

  • Explain the value proposition of wealth management services to retirement plan participants. Qualify potential business leads. Close qualified business.

  • Develop leads through working with existing plan clients, educational efforts, networking and client referrals. Convert leads to wealth management clients. Meet annual sales goals by advancing prospects through the opportunity pipeline to close business.

  • Work closely with the Portfolio Management Team to understand the investment philosophy and ensure that clients are provided with the best investment solutions.

  • Meet with clients regularly to ensure investments align with their goals, risk tolerance and personal situation.

  • Work in conjunction with the service team on day to day service including investment review meetings and financial planning.

  • Support business development efforts of the Vice President which may include events, campaigns, prospect meetings and proposals

  • Assist the retirement plan group with putting together investment scorecard meeting materials and other due diligence efforts


Education Requirements:


  • Bachelors Degree required; MBA, JD, or other advanced degree preferred

  • Degree in Finance preferred

  • Professional designations: CFP, CFA, CPA, or JD or working towards it


Desired Background/Skills:


  • Strong analytical, communication and interpersonal skills

  • Entrepreneurial spirit coupled with an ability to thrive in a team-based and collaborative environment

  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills

  • Demonstrated client focus, business development and relationship management skills

  • Self-motivated with a commitment to excellence and a high level of integrity


Qualifications:


  • Experience working with high-net-worth individuals and families

  • Proven ability to build a multi-million dollar book of business with high-net-worth individuals


Other Information:




    Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Job Snapshot

Employee Type

Full-Time

Location

Baltimore, MD

Job Type

Finance, Insurance, Professional Services

Experience

Not Specified

Date Posted

01/04/2023
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