Open Position:
Wealth Advisor

Wealth Advisor

Ballast Rock Private Wealth

At Ballast Rock Private Wealth we provide personalized private wealth management solutions, curated investment access, and unique expertise in alternative investments. Ballast Rock Private Wealth was founded on a simple premise: Clients deserve an advisor who can provide personalized planning matched with expertise that delivers an institutional-level portfolio specifically tailored to their needs. At Ballast Rock Private Wealth, we believe the best advisors are entrepreneurial, insightful, transparent, honest, and committed to their roles as fiduciaries.

We take an institutional-level approach to the families we serve, leveraging experience in public markets, fixed income, derivatives, and alternative investments to match the right plan and strategies to our clients’ goals. This includes curated investment access to select private market opportunities, to ensure an appropriate balance for our clients.

As a Wealth Advisor, you will:

· Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management investment and planning advice to help clients bring their wealth to its full potential

· Generate business results and acquire new assets, both from existing client base and new client acquisition

· Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience

· Provide pro-active client coverage that may include discussions on market trends, changes in tax law, trust & estate matters, and other issues as they relate to a client’s overall wealth management plan

· Provide exceptional client service while maintaining the highest ethical standard in execution

· Develop relationships with various service providers that may offer benefits to our client base

· Contribute to a collaborative, collegial team environment that is focused on impeccable client service

Required qualifications, skills and experience:

· Bachelor’s Degree required; CFP preferred

· Five plus years of private wealth management or related professional experience with high-net-worth clients

· Existing book of business with $25mm+ AUM

· Experience and/or interest in alternative investments and private market opportunities for clients

· Appropriately licensed – Series 65; or Series 66 & 7; or Series 7, 63 & 3.

· Exceptional client focus, business development, and relationship management skills

· Entrepreneurial spirit coupled with a desire to work in a team-oriented environment

· Creative approach to problem solving and developing innovative solutions for clients

· Self-motivated and able to work in an autonomous, yet collaborative environment

· Commitment to excellence and a high level of integrity

· Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity

· Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook, and Addepar, Emoney and willing to adopt new technologies

What We Offer

Ballast Rock Private Wealth offers a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance. Additionally, BRPW provides direct client referrals on a periodic basis to advisors.