Wealth Advisor at Steadyhand

Elevate your advisory career with Steadyhand as a Wealth Advisor. This role focuses on personalized client relationships, utilizing a human approach in a hybrid work environment.
Join Steadyhand, an innovative financial services firm, as a Senior Wealth Advisor. Your expertise in behavioral finance and client management will build and lead portfolios that thrive on trust and judgement. You'll support clients through market fluctuations, providing insightful advice that emphasizes human connection, while integrating AI tools effectively.
Key Responsibilities:
• Maintain a client retention rate above 95%
• Deliver proactive, outcomes-focused advice
• Offer guidance during market and life transitions
• Ensure quality decision-making through client conversations
• Mentor junior advisors in best practices
Requirements:
• QAFP or CFP designation (working towards accepted)
• Seven+ years of direct client-facing experience
• Proven track record in wealth manage...