Wealth Advisor

A Wealthquest Advisor is at the center of the relationship between Wealthquest services and our clients. They have good listening skills, are comfortable in conversations, and is a person of high integrity. The Advisor has a a broad knowledge base in the areas of financial planning, taxes, investments, and estate planning with a passion to lead clients through lifes obstacles and opportunities with clarity and confidence.

 

Core Responsibilities:

  • Lead client relationships and facilitate service across our tax, estate planning, investment, and financial planning departments.
  • Conduct client review meetings and provide ongoing and timely financial counsel as needs arise.
  • Proactively engage with clients to deepen relationships and ensure exceptional client service is achieved.
  • Be a non-anxious presence when coaching clients through life’s difficult / challenging seasons.
  • Be able to successfully explain the Wealthquest value proposition to prospective clients.
  • Committed to sharing knowledge and collaborating with our Advisor team in order to benefit the firm.  

 

Requirements:

  • The Certified Financial Planner ™ designation is not required, but preferred.
  • 5+ years of client-facing experience in financial advising.
  • Always operate with a client-centered (fiduciary) focus.
  • Excellent interpersonal skills with the abillity to build deep relationships with clients.
  • Ability to articulate/teach complex financial terms and strategies in a clear and concise manner.  
  • Self-motivated with excellent work ethic.
  • Provide Accountability to clients for making progress in accomplishing their goals.
  • Desire to grow client base over time.   

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