Wealth Management Specialist, Sr. jobs in Idaho

Business Development & Relationship Management Specialist - Join Our Magic Valley Wealth Management Team!

At Avera Capital Wealth Management in Magic Valley, we are not just about growth; we're about fostering deep, lasting relationships with our clients and our community. Embedded in the heart of Idaho, our culture is a reflection of the Magic Valley spirit, focusing on creating enduring connections and guiding our clients toward financial freedom.

Who We Are

Avera Capital Wealth Management stands as a flourishing, independent advisory firm. We're not just about reaching financial goals; we're about partnering with our clients through every life phase, offering customized, collaborative, and comprehensive financial planning.

As our Business Development Specialist, you'll not only lead our growth initiatives but also be pivotal in managing our client relationships. Your role involves deeply understanding client needs, maintaining ongoing our existing relationships, while connecting with and creating new relationships within the community, all with the focus of ensuring satisfaction with our services.

The Role

As our primary point of contact, you will be representing a team with incredible industry experience and an in-depth know-how of the process itself.

To that end, we are looking for someone who can focus on the following:

• Sales & Relationship Building: Lead the sales process while nurturing long-term relationships with clients. Understand their financial objectives and be part of a team that provides solutions to align their goals.
• Client Service Excellence: Deliver outstanding service to clients, ensuring their needs are met with professionalism and empathy.
• Leads Generation & Client Retention: Develop new leads and maintain existing client relationships, focusing on long-term client satisfaction.
• Collaborative Client Management: Work closely with our team to provide a seamless and comprehensive client experience.
• Continuous Learning & Adaptation: Stay abreast of industry trends and client feedback to refine your approach to client service and sales.
• Efficient Workflow Management: Organize and optimize workflows, ensuring efficient client service and relationship management.

Who You Are

• Client-Centric: Your primary focus is client satisfaction, and you are dedicated to building strong, lasting relationships.
• Charismatic & Empathetic Communicator: Excellent in client interactions, skilled in building trust and understanding their needs.
• Solution-Oriented: Ready to tackle client concerns and challenges efficiently and effectively.
• Tech-Enabled: Proficient in using technology, including CRM systems, to enhance client relationships.

Skills and Qualifications

• Proven Track Record in Sales & Client Relationship Management: Demonstrated success in not only sales but also in maintaining and growing client relationships.
• CRM Proficiency: Adept at using CRM tools to manage client interactions and maintain relationships.
• Effective Communication: Skilled in clearly conveying complex concepts and building trust with clients.
• Adaptive and Flexible: Ready to embrace change and continuously seek better methods to improve client service and relationships.

Job Type: Full-time

Salary: $68,000.00 - $72,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance in the form of a ICHRA plan.
• Life insurance
• Paid time off
• Vision insurance

Join us and grow not only in your career but also in your ability to make meaningful connections with our clients. We're excited to support your journey with comprehensive training and a supportive team environment.

Be a part of our wealth-building journey in Magic Valley and make a difference in our clients' lives at Avera Capital Wealth Management. Apply today!

Job Type: Full-time

Pay: $68,000.00 - $72,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities
• Commission pay

Travel requirement:

• No travel

Experience:

• Business development: 1 year (Required)
• financial services: 1 year (Required)

Ability to Commute:

• Burley, ID 83318 (Required)

Ability to Relocate:

• Burley, ID 83318: Relocate before starting work (Required)

Work Location: In person