Wealth Advisor

Requirements

Daily responsibilities include:

• Provide clients with investment and financial planning advice, which includes: overseeing portfolio design, making new alternative investment recommendations and general client communication regarding investments.
• Connect with clients on a regular basis via text, video, phone or social gathering.
• Oversee the accuracy of client planning services and review portfolio for recommendations/changes.
• Provide each client with a "WOW" moment at least once per year.
• Coordinate with trading team regarding new deposits and cash buildup.
• Network with professionals that can help fulfill client needs and solve problems.
• Grow the revenue of the organization through wallet share, client and personal network referrals and Morton generated leads.
• Execute the prospect experience through connect calls, prospect meetings, prospect proposals and onboarding oversight.
• Actively participate in weekly advisor growth meetings and contribute to the development of your peers.

Our ideal candidate for this role will strive to reflect our core values in the following ways:

• Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks.
• Empowerment - Has a desire to continue improving at his/her job function and suggests ways the team can work more efficiently.
• Empathy - Has good communication skills and understands how the role fits into company goals.
• Ethical - Fully completes task at hand and does not cut corners.  Aware of time and costs associated with role and strives for efficiency.
• Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the larger objectives of the entire firm.
• Enjoyment - Works well as part of a team and participates in Morton events.