wealth advisor

Morgan Stanley

<div>POSITION SUMMARY
Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis.
DUTIES and RESPONSIBILITIES:
Client Service:
As a key member of the service team, provide coverage for an FA/PWA/team including:
<ul><li>Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
</li></ul><ul><li>Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
</li></ul><ul><li>Remaining current on all policies, procedures and new platforms
</li></ul>Business Development Support:
<ul><li>Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
</li></ul><ul><li>At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
</li></ul><ul><li>At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
</li></ul><ul><li>At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
</li></ul><ul><li>At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
</li></ul><ul><li>Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
</li></ul>EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:
Education and/or Experience
<ul><li>2+ years of work experience in a field relevant to the position required
</li></ul><ul><li>Four-year college degree or professional certification preferred
</li></ul><ul><li>Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
</li></ul><ul><li>Additional product licenses may be required
</li></ul>Knowledge/Skills
<ul><li>Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
</li></ul><ul><li>Technically proficient and quick learner of new and updated platforms
</li></ul><ul><li>Detail oriented with superior organizational skills and ability to prioritize
</li></ul><ul><li>Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
</li></ul><ul><li>Exceptional writing, interpersonal and client service skills
</li></ul><ul><li>Strong time management skills
</li></ul><ul><li>Team player with the ability to collaborate with others
</li></ul><ul><li>Ability to work in a fast-paced, evolving environment
</li></ul><ul><li>Adaptable and ability to multi-task
</li></ul><ul><li>Goal oriented, self-motivated and results driven
</li></ul>Reports to:
<ul><li>Business Service Officer
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position: $68,000 - $120,000 . The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be Illinois (Statewide) eligible to participate in the relevant business unit&rsquo;s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

Private Wealth Management Analyst

Reed

GREAT SKILLED IFA INDEPENDENT FINANCIAL ADVISOR TO JOIN A GREAT LOVELY COMPANY IN BERKSHIRE AREA OFFICE BASED 100% AND GREAT. Essential Education, Qualifications & Training Level 4+ Financial services qualifications, RO exams are preferable.An education to degree level is advantageous.Your Personal Attributes Ability to achieve agreed outcomes without supervision. Articulate, detailed and accurate. Excellent interpersonal skills, both written and verbal.Ability to multitask and prioritise effectively.IT Skills Fully competent in all the major desktop applications (proficient in Microsoft Word,Excel, PowerPoint, Outlook) Previous experience of all the main Platforms and IO will be advantageous The Role Summary THE RECRUITED FINANCIAL ADVISOR will have specialist knowledge of pensions, investments, savings andintergenerational wealth planning, as well as possessing great people skills. As a financial adviser, you'll be able to talk to a diverse range of clients in an engaging and credible mannerand be able to give them the confidence that you are a specialist in your area able who isable to deliver the agreed outcomes. To meet these expectations, you will be able to work in an effective manner with the wider COMPANY IFA team to research the client's situation, providers and the UK marketplace so that you can recommend the most appropriate products, services and solutions available and then secure a recommendation that's bothcompliant and suitable for the clients desired outcomes and appetite for risk profile. In order to give this financial advice, you must have a minimum of Level 4 CII (or equivalent)professional qualifications and follow the strict financial industry rules and practice out in the FCA Conduct of Business Source Book. GREAT ROLE LINKED AS OUTLINED CLOSE TO THE AREA AND A VERY SKILLED FINANCIAL IFA ADVISOR. Salary: Range from £65,000 to £90,000 dependant on experience full time (pro-rata for part time). YOU MUST BE SKILLED BLESS YOU : )

GREAT SKILLED INDEPENDENT FINANCIAL ADVISOR - BERKSHIRE AREA OFFICE BASED :

SageSpring Wealth Partners

<div>SageSpring Wealth Partners is seeking a dynamic, proven sales professional for its newly created role of Advisor Sales Success Manager. This role requires a highly motivated professional with management experience developing and leading financial sales teams. The focus will be on the advancement of sales professionals at four defined internal phases of advisor growth and experience, who will provide investors with a broad range of products and services from the SageSpring platform. The role may be based in the firm&rsquo;s Franklin, TN headquarters or in Dallas, TX . 
 As a key member of SageSpring, the ADVISOR SALES SUCCESS MANAGER plays an integral role in growing the business through leadership and engagement of the firm&rsquo;s network of wealth advisors. The role will lead the firm&rsquo;s business development efforts by managing advisor performance, holding advisors to high standards, developing process, and ensuring consistent revenue growth in alignment with firm goals to move advisors from Phase I to 2, etc. within a defined period of time. S/he will build and manage a consistent lead follow-up and pipeline process that improves advisor productivity and conversion rates. This role provides structure, accountability, and real-time visibility into business development activities across teams. 
 
This role acts as a bridge between advisors and leadership, ensuring advisors have the support, insights, and business consulting they need to operate efficiently, grow sustainably, and 
 stay engaged with the firm&rsquo;s strategic direction. Additionally, this position will act a strategic partner and primary point of contact for sophisticated advisors (Phases 3 &amp; 4) and their teams by removing obstacles, aligning resources, and enabling continued growth. The ADVISOR SALES SUCCESS MANAGER will also increase leadership bandwidth by acting as the go-to contact for advisors, allowing firm leaders to focus on strategy and long-term initiatives while maintaining strong advisor relationships. 
 
The ADVISOR SALES SUCCESS MANAGER position requires a proactive approach and independent-minded individual to carry out the duties of the position effectively. The ideal candidate should exhibit a strong work ethic, excellent communication skills, good judgment, and a positive attitude. The ability to be well-organized, effectively communicate with all types of personalities, and consistently exercise good judgment is critical to this role. 
 
 
The Candidate will be responsible for the following, but not limited to: 
 
<ul><li>Meet and/or exceed the sales performance goals on both a quarterly and annual basis across all facets of the SageSpring&rsquo;s product and service platforms.</li><li>Build a strong, motivated sales culture that supports advisor retention and firm-wide growth objectives.</li><li>Elevate team performance through ongoing training, feedback, and performance management.</li><li>Lead and manage Phase 1 &amp; 2 advisors to the firm&rsquo;s activity and production standards.</li><li>Own and lead the mentees to the firm&rsquo;s way throughout their mentorship.</li><li>Improve visibility into the full sales funnel with clear reporting and performance metrics for data-driven decision-making.</li><li>Maximize marketing ROI by ensuring every inbound, referral, and campaign lead is efficiently qualified and followed through.</li><li>Remove obstacles and increase efficiency by acting as a concierge and centralizing problem-solving and communication, reducing escalations to leadership and accelerating</li></ul>
 resolution of advisor and team issues. 
<ul><li>Improve firm alignment and communication by serving as the conduit for firm initiatives, ensuring advisors receive timely, clear information, and leadership receives meaningful</li></ul>
 feedback from the field. 
<ul><li>Elevate advisor experience and retention by providing high-touch support and consulting that deepens advisor engagement, satisfaction, and loyalty to the firm.</li><li>Set sales support priorities/areas of focus for each year.</li><li>Lead the team to achieve designated customer satisfaction goals.</li><li>Ensure individual advisor and team growth objectives are met.</li><li>Active participation in screening, interviewing, and hiring of advisors.</li><li>Monitor advisors&rsquo; work through observing advisors in prospect and sales meetings, ongoing communication with advisors, and the capturing performance metrics.</li><li>Display a sense of urgency and focus toward results delivery, asset growth, and retention.</li><li>Set action plans to implement the vision and achieve company goals through challenging associate and team objectives.</li><li>Adhere to all compliance/risk procedures, follow corporate and industry protocols, and act in a manner which protects the interests of the client and SageSpring at all times.</li><li>Model and exhibit self-imposed high standards, integrity, and ethical behavior at all times.</li><li>Make high quality decisions in a timely manner by ensuring the right people, methods, and information are utilized.</li><li>Maintain a long-term perspective beyond the office and &ldquo;day-to-day&rdquo; that takes a longer-term, broader view of business decisions.</li><li>Build positive relationships with peers, business partners, and colleagues; design and implement strategies to ensure the office works effectively as a team.</li><li>Display awareness of personal development needs and accept and respond to feedback and coaching.</li></ul> 
 
The ideal candidate will possess the following competencies and attributes: 
 
<ul><li>7+ years of proven sales management experience required with a history of demonstrated growth and effectiveness.</li><li>Experience managing advisors at varying strategies of growth, particularly senior wealth advisors.</li><li>Strong knowledge of financial technology platforms, CRM systems, and custodial relationships.</li><li>Exceptional organizational skills with attention to detail and accuracy.</li><li>Ability to significantly grow a team of advisors, modifying procedures and managing staff as necessary.</li><li>Excellent communication and collaboration skills to work effectively with internal and external stakeholders.</li><li>High degree of personal integrity, honesty and ability to deal with confidential information on a daily basis &ndash; including any information team members share that should be</li></ul>
 considered confidential. 
<ul><li>Unimpeachable ethical standards with an innate ability to build trust.</li><li>Polished, articulate, confident, and driven professional with the ability to work with like-minded professionals in a results-oriented, fast-paced and growing environment.</li><li>CFP or other applicable industry designations a plus.</li><li>Bachelor&rsquo;s degree required.</li></ul> 
 
Competitive compensation will be offered. Details will be discussed at the appropriate time with interested, qualified candidates.</div>

Advisor Sales Success Manager

Cranleigh Personnel

Wealth Planning AdministratorBased ShaftesburyHours 9am-5pmSalary up to £30000Are you a Wealth Planning Administrator Looking for your next challenge?Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?Or are you feeling like your career isn't developing enough?If so, we have the opportunity for you .The company:Our client is a well established Wealth Management Practice, and is looking for their next wealth management administrator hire, to join their annual review department teamThey are currently consisting of just over 50 within the company based over four offices. They have expanded consistently in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment, with great staff retention.Although growing, they have been very conscious to keep the 'family feel' of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.The role:This role focusses on the more technical aspects of the admin support function, and has previously proven to be a desirable role for anyone who enjoys the technical aspects more so than the client servicing, and for anyone looking for exposure to annual review process as part of their development into a paraplanner. They offer a structured career development and exam plan based around your goals - whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.Please note due to the rural location you will need to be a driver.They operate 5 days in the office working week.So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team - then please apply and then we can run through the role in more detail.

Wealth Planning Administrator

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Private Wealth Management Analyst

GREAT SKILLED INDEPENDENT FINANCIAL ADVISOR - BERKSHIRE AREA OFFICE BASED :

Advisor Sales Success Manager

Wealth Planning Administrator

Wealth Planning Administrator

Wealth Planning Administrator

Wealth Planning Administrator