Wealth Management Specialist jobs in Fort Myers, FL

Responsibilities:

• Act as the service point of contact for clients; answer and direct phone calls, voicemails, and manage the office text line
• Manage overall office appearance and ensure a positive first impression
• Schedule and confirm client appointments
• Assist with client meeting preparation and follow-up tasks
• Manage incoming and outgoing mail
• Organize and maintain client notes and records
• Assist with client service requests (money movement, account updates, etc.)
• Input data to our financial planning software, eMoney
• Manage account connections and client portals within eMoney
• Assist in managing and overseeing the financial planning process
• Assist in overseeing the firm's marketing plan, website management, and social media

Qualifications:

• 1 years of experience in financial services industry
• Ability to embrace and learn new technology quickly
• Strong written and verbal communication skills
• Detail-oriented with a high degree of accuracy
• Highly organized with the ability to multi-task, follow up with, and meet deadlines
• Resourceful and ability to troubleshoot issues that may arise
• Dedicated commitment to provide an excellent client experience

About Us:

D. Gates Wealth Management is a full-service wealth management and financial planning firm. We are a collaborative team that focuses on goal and values-based financial planning and investment management. We provide advice, guidance, and encouragement to individuals and families who want to optimize their financial resources, align their finances with their personal values, and gain a sense of clarity and confidence about their financial futures. Our goal is to be a lifetime resource for each and every client.

Job Benefits:

Full-time employees, after 90 days of employment, are eligible for Company Benefits including holiday pay, vacation days, personal time off, health insurance, and 401(k)

• Nine scheduled paid holiday and one floating holiday
• Two weeks paid vacation per year
• Personal time accrual at 3 hours per month and increasing based on length of employment
• 401(k) retirement plan with a 3% safe harbor employment contribution
• Heath, vision, and dental insurance plans available, and $300.00 per month employer contribution toward premiums

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Financial services: 1 year (Preferred)

Work Location: In person