The Essence Group

Wealth Management Advisor

Posted 30+ days ago

Job summary

  • Job post source

    This job is from a recruiting firm hiring for a separate company as The Essence Group is partnering with another RIA firm and the description refers to 'my client' indicating a recruiter role.

  • Job overview

    The Wealth Management Advisor role involves providing comprehensive financial planning and investment advisory services to clients, impacting their financial well-being and contributing to the firm's growth.

  • Responsibilities and impact

    The advisor will build and maintain client relationships, develop tailored financial plans, provide investment advice, drive business development through networks, stay updated on market trends, and collaborate with other financial professionals.

  • Experience and skills

    Candidates must have a bachelor's degree in finance or related field, CFP or CFA certification, 5+ years of relevant experience, an existing client book, and strong analytical and interpersonal skills.

  • Career development

    Equity and partnership opportunities are available, suggesting potential for professional growth and increased ownership within the firm.

  • Work environment and culture

    The client firm offers an award-winning culture that rewards drive and teamwork, emphasizing a best-in-class service experience for clients.

  • Company information

    The client is one of the largest independent fee-only Registered Investment Advisory firms offering comprehensive financial planning, wealth management, family office, institutional, and retirement plan services with research-driven investments.

  • Job location and travel

    Multiple positions are available across the USA, indicating a broad geographic scope with potential remote or local office options.

  • Unique job features

    The role includes unique opportunities such as working with socially responsible investment strategies and collaboration with other financial professionals for comprehensive solutions.

Company overview

The Essence Group is a global technology company specializing in the development and manufacturing of advanced IoT solutions, primarily focusing on healthcare, security, and senior care sectors. They generate revenue by offering innovative products and services that enhance safety and improve quality of life, such as emergency response systems and remote monitoring devices. Founded in 1994, the company has a strong history of technological innovation and has expanded its reach worldwide, establishing itself as a leader in the IoT industry with a commitment to customer-centric solutions and continuous improvement.

How to land this job

  • Position your resume to highlight your 5+ years of experience in financial planning, investment management, and client relationship management, emphasizing your ability to build and maintain strong client relationships and provide comprehensive financial advice.

  • Focus on showcasing your expertise in developing tailored financial plans, including retirement, tax, and estate planning, as well as your knowledge of active, passive, alternative, and socially responsible investment strategies.

  • Apply through multiple channels such as The Essence Group's corporate career page, LinkedIn job postings, and other reputable job boards to maximize your chances of being noticed for this role.

  • Connect with professionals within The Essence Group's wealth management or advisory divisions on LinkedIn; start conversations by referencing recent market trends, asking about their approach to client relationship building, or commenting on the firm's award-winning culture as engaging ice breakers.

  • Optimize your resume for ATS by incorporating keywords from the job description like 'financial planning,' 'investment advisory,' 'client relationship management,' 'CFP,' 'CFA,' and 'wealth management' to ensure your application passes initial automated screenings.

  • Utilize Jennie Johnson's Power Apply feature to automate tailoring your resume, applying through multiple channels, and identifying LinkedIn connections to network with, allowing you to focus more effectively on preparing for interviews and furthering your career goals.

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