Wealth Advisor at Stripe, Portland, Maine

Company Overview: Stripe is a leading global technology company in the Banking & Finance industry, providing innovative payment solutions to businesses of all sizes. With a strong focus on empowering entrepreneurs and businesses to thrive in the digital economy, Stripe is dedicated to simplifying online transactions and enabling seamless financial operations. Key Responsibilities for Wealth Advisor: - Build and maintain client relationships to understand their financial goals and provide personalized wealth management advice - Develop comprehensive financial plans tailored to clients' individual needs and risk tolerance - Analyze investment opportunities, market trends, and economic indicators to make informed recommendations - Monitor and adjust client portfolios to ensure alignment with financial objectives and market conditions - Stay updated on industry regulations and compliance requirements to ensure adherence in all client interactions - Collaborate with internal teams to deliver holistic financial solutions and optimize client outcomes Required Qualifications: - Bachelor's degree in Finance, Economics, Business, or related field - Certified Financial Planner (CFP) designation or equivalent certification - Proven experience as a Wealth Advisor or Financial Advisor in a banking or financial services setting - Strong knowledge of investment products, financial markets, and wealth management strategies - Excellent communication skills with the ability to explain complex financial concepts clearly - Sound judgment and decision-making abilities to guide clients in achieving their financial objectives Desired Skills: - Master's degree in Finance or related field - Chartered Financial Analyst (CFA) designation - Experience with financial planning software and CRM systems - Ability to network and generate new business leads - Strong analytical skills and attention to detail - Client-focused approach with a commitment to delivering exceptional service Compensation & Benefits: The annual salary range for the Wealth Advisor position at Stripe in Portland, Maine is $80,000 - $120,000, commensurate with experience and qualifications. In addition to competitive pay, Stripe offers a comprehensive benefits package including health insurance, retirement plans, paid time off, professional development opportunities, and employee discounts. How to Apply: To apply for the Wealth Advisor position at Stripe in Portland, Maine, please visit our careers page on the Stripe website and submit your resume and cover letter detailing your qualifications and interest in the role. We look forward to reviewing your application and exploring the possibility of you joining our dynamic team of financial professionals at Stripe.