Wealth Management Advisor Position Profile
About Bucholtz & Germo
Bucholtz & Germo, is a distinguished investment and financial planning firm headquartered in Willoughby Hills, OH. Bucholtz & Germo are committed to helping individuals and families navigate the complexities of financial planning to achieve their life goals. Their firm takes pride in placing client needs at the heart of every decision, ensuring a personalized and client-centric approach.
Bucholtz & Germo employs a holistic approach with clients. They help clients articulate their goals, whether it be financial planning, investment management, or taxing. Their seasoned team of financial advisors combines industry expertise with a deep understanding of each client's unique circumstances to craft tailored solutions. The satisfaction of their clients is the true measure of their success. They find fulfillment in witnessing clients achieve their financial milestones and turning their aspirations into reality. Bucholtz & Germo’s commitment to client success goes beyond financial gains; it encompasses the fulfillment of their life goals and dreams.
Bucholtz & Germo Wealth Management Process is Designed to:
- Focus on strategies that provide the possibility of gains even in a down or flat stock market
- Use investments that are not dependent on the stock or bond market
- Avoid high-fee, low-value investments
- Actively seek methods to minimize potential loss
- Continually monitor client portfolios and make proactive changes
- Ruthlessly seek lower expenses, higher efficiency, and better value for clients
What Makes Bucholtz & Germo Different?
Client-Centric Approach: Their clients are at the forefront of every decision they make. They listen attentively, understand unique aspirations, and tailor their strategies to align with individual goals. Solutions are explained in a way clients can understand.
Integrity and Transparency: Trust is the cornerstone of their relationships. They uphold the highest standards of integrity and transparency, ensuring that their clients have a clear understanding of the strategies they recommend and the reasons behind them.
Commitment to Excellence: They are dedicated to providing exceptional service and financial expertise. Their team is committed to continuous learning, staying abreast of industry trends to deliver superior outcomes for their clients.
Collaborative Partnership: Financial planning is a collaborative effort. They work closely with their clients, involving them in the decision-making process and fostering a partnership that lasts a lifetime.
Benefits of Joining Bucholtz & Germo
- Freedom to run your practice in the best interests of your clients.
- You maintain control of your client relationships.
- Support from experienced client service administrators and para-planners.
- Collaboration and consultation with professionals with an interest in your success.
- Resources to handle the paperwork required in your transition.
- Our “You get the signature, we get the rest” transition program.
- The strength and support of an elite Broker Dealer that treats you as well as you treat your clients.
- Office space that is warm and welcoming.
- A straightforward compensation plan that allows you to benefit from your growth and production and keeps your interest aligned with your clients.
Position Overview
Bucholtz & Germo is looking to add a Wealth Management Advisor to their team. This role will focus on building and maintaining existing client relationships, creating comprehensive wealth plans, and coordinating financial strategies to align with each client’s goals and values. The Wealth Management Advisor will develop referrals by fostering relationships with centers of influence, existing clients, community involvement and other professional external client resources.
If you are ready to be a partner and make an impact in growing Bucholtz & Germo to the next level, we want to speak to you!
Wealth Management Advisor Responsibilities
- Build and maintain existing client relationships.
- Maintain a continuous pipeline of qualified prospects through prospecting, networking, and referrals.
- Develop effective referral network.
- Identify and recommend appropriate asset management, financial, and estate planning advice to deliver a great client experience.
- Demonstrate a high level of integrity in business activities to ensure confidentiality and sound business decisions that work towards client goals and objectives and are compliant with all regulatory requirements.
- Develop detailed and moderately complex financial plans using a structured planning process to provide a clear and comprehensive picture for clients.
- Serve as a primary point of contact for client relationships.
Wealth Management with a Difference
Experience Requirements
The successful candidate will be an accomplished professional with at least five years of wealth management sales experience within a well-respected financial services organization. Required qualifications include:
- Bachelor’s degree in a related field.
- Series 7 and/or 66 license required.
- CFP license, preferred.
- Experience working with clients that have $750K - $3M in assets.
- Proven ability to uncover client personal goals and objectives to create a personalized and meaningful financial plan.
- Understands the culture of Bucholtz & Germo and is motivated by long-term goals.
- Go-getter mentality, self-motivated to succeed and grow.
- Excellent written and verbal communication and interpersonal skills.
- Attention to detail with demonstrated ability to build effective financial plans offering a variety of solutions.
Critical Competencies for Success
Critical Thinking / Analytical Rigor
This individual must be intellectually sharp and clearly capable of thinking on their feet. Must demonstrate outstanding business judgment using critical data to make or influence decisions. The Wealth Management Advisor must possess the analytical skills to drive costs from the business, improve overall productivity, and elevate the division’s processes as points of differentiation in the marketplace. Exhibit intense curiosity and creative problem solving.
Results-Oriented
The Wealth Management Advisor must be performance-driven and able to provide measurable results. The successful candidate will be resourceful, action-oriented, and have a proactive sense of urgency and the ability to overcome obstacles and produce results promptly.
Communication
This individual should possess strong communication, listening, and persuasion skills, truly partnering with the team. The Wealth Management Advisor should be comfortable, articulate, and dynamic in front of both external and internal audiences including employees and clients. This individual will have a demonstrated ability to influence and build consensus among teams. They will be direct and candid.
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