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Seleskie Financial

4 jobs near Columbus, OH

Seleskie Financial

Private Wealth Advisor

Woodbury, MN · On-site

Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second ...

Private Wealth Advisor

Seleskie Financial

Woodbury, MN • On-site

Full-time

Posted 29 days ago

Job description

Private Wealth Advisor
Summary
The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second Chair), their goal is to grow the business through onboarding new clients and households. While still responsible for servicing a curated book of business and attaining a 97% or higher client retention rate, they will primarily be measured on annual goals associated with significant firm growth. The Advisors will spend approximately 80% of their time dedicated to business development and 20% servicing their existing book, leaning heavily on their Second Chair for service support.
Essential Functions
  • Identify and acquire new clients through networking, referrals, and proactive outreach
  • Develop and implement strategies to grow and capitalize on opportunities from current clients to increase both insurance premium production and AUM
  • Lead client meetings, presenting comprehensive financial planning including investment strategies and risk management for up to 150 client households
  • Provide white-glove service to existing clients, striving for a 97% client retention rate
  • Partner with their Second Chair to record case notes, document meeting outcomes, and follow-up on action items in a timely manner
  • Collaborate with the Planning Team to create and implement personalized financial plans for top clients
  • Leverage all Northwestern Mutual approved artificial intelligence (AI) regularly
  • Deliver presentations and conduct meetings with prospects to assess their financial needs and propose suitable solutions

Required Education and Experience
  • Bachelor's degree in Business, Finance, or a similar field, or commensurate work experience required
  • FINRA SIE, Series 7, and Series 63 or 66 required (or ability to obtain)
  • MN Life & Health Insurance license required (or ability to obtain)
  • MN Variable Life Insurance License required (or ability to obtain)
  • CFP required (or ability to obtain)
  • ChFC, CLU, and/or RICP preferred
  • 5 years of experience as a Financial Advisor, Client Service Manager, Private Wealth Service Advisor, or a related discipline, with progressively elevated roles required
  • Attention to detail and accuracy required
  • Personable, with the ability to build rapport and trust quickly
  • Self-motivated with the ability to work both independently and as part of a team
  • High level of professionalism and client service orientation
  • Excellent written and verbal communication and presentation skills
  • Proficient in the utilization of Microsoft Office Suite

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