At CrossPoint Wealth Partners, we are dedicated to providing personalized financial planning services tailored to the unique needs of high-net-worth families. We are seeking a Private Wealth Support Advisor to join our team and contribute to the careful execution of financial strategies. This role is crucial in ensuring that our clients’ plans are implemented with accuracy and professionalism. As a Private Wealth Support Advisor, you will work closely with our team to help deliver high-quality service and support to our clients, ensuring that their financial goals are met effectively.
What You’ll Do
- Financial Plan Execution – Onboard financial plans developed by our lead planners, including opening investment accounts, rolling over assets, establishing insurance policies, and handling banking logistics to ensure accuracy and adherence to each high-net-worth family’s unique goals and circumstances.
- Client Service Excellence – Provide prompt, accurate, and exceptional red-carpet service to our clients, exceeding their expectations and fostering long-term relationships.
- Oversee Account Maintenance – Complete client maintenance as needed including updating beneficiaries, updating client information, processing policy changes, conducting account transfers as well as account contributions and distributions, and any other maintenance needed.
- Compliance and Documentation – Ensure all actions comply with regulatory requirements and company policies. Maintain thorough and accurate records of all transactions and client interactions.
- Client Communication – Keep clients informed about the progress of their financial plan implementation, addressing any questions or concerns promptly and effectively.
Continuous Improvement – Continuously seek ways to improve the implementation process and client experience.
Qualifications
- Location: Hybrid; Virginia preferred; consideration given for any remote applicants that are near a Northwestern Mutual branch office
- Bachelor’s degree preferably in finance, accounting, or economics
- Minimum of 3 years of experience in financial planning, wealth management, or a related field, with a focus on high-net-worth clients
- Strong understanding of financial products, investment strategies, and tax planning
- Must have the ability to obtain necessary insurance and securities licenses
- Excellent interpersonal, communication, and client service skills
- Very high attention to detail with accuracy
- CFP® or similar certification is highly desirable or willingness to obtain