Job Description
Join Steadyhand as a Senior Wealth Advisor, prioritizing human insight over data, while embracing AI assistance. Deliver exceptional client advice while growing your influence and mentorship skills.
Steadyhand is looking for a seasoned advisor who blends human judgement with analytical readiness. This senior role involves leading client conversations through economic shifts and delivering advice that resonates beyond statistics. You will work closely within a dedicated team, enhancing client engagements and developing the next generation of advisors.
Key Responsibilities:
• Ensure high-quality and proactive client retention
• Use behavioural insights to aid client decisions
• Govern AI-generated plans for tailored advice
• Foster meaningful and lasting referral networks
• Develop junior advisors through direct mentorship
Requirements:
• QAFP or CFP designation; progress accepted
• 7+ years in wealth management or advisory roles
• Strong track record of ...
Steadyhand is looking for a seasoned advisor who blends human judgement with analytical readiness. This senior role involves leading client conversations through economic shifts and delivering advice that resonates beyond statistics. You will work closely within a dedicated team, enhancing client engagements and developing the next generation of advisors.
Key Responsibilities:
• Ensure high-quality and proactive client retention
• Use behavioural insights to aid client decisions
• Govern AI-generated plans for tailored advice
• Foster meaningful and lasting referral networks
• Develop junior advisors through direct mentorship
Requirements:
• QAFP or CFP designation; progress accepted
• 7+ years in wealth management or advisory roles
• Strong track record of ...
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