Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
Opportunity Description
Join our team at Duggan Wealth Management, a leading wealth management firm dedicated to empowering our clients to Live Their Mission through purposeful financial planning. We are seeking a dedicated full-time Investment Operations Associate to add to our growing team. In this role, you will collaborate with our Wealth Management Advisors and team members to deliver exceptional financial planning and investment management services to our valued clients.
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Compensation
Join us in making a meaningful impact on our team and our clients' financial futures. Apply now by sending your resume and cover letter to Brian.Duggan@nm.com. We look forward to hearing from you!
Job Type: Full-time
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Work Location: In person
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