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)
Job description
Fast growing wealth management firm seeks experienced Registered Sales Assistant to join us in our mission to help clients live their best life!
We build deep, long term relationships spanning generations with the families who entrust us with their wealth. Are you ready to grow and be the best you can be while helping others? For the right individual your opportunity for growth from this position is limitless.
Job Description:
You will perform a variety of tasks to provide pro-active support to a lead financial advisor to ensure our clients receive excellence. You enjoy communicating with internal team members and external clients in person, by phone, and video conference. Every communication should inspire trust and confidence in our firm and in our care for our clients. You use your positivity and work ethic to keep processes moving and address client needs. Your confidence and adaptive learning style allows you to ask for help, get additional training, or escalate tasks and issues to a higher level as needed.
You will be comfortable following established procedures and receive direction to perform tasks with substantial variety and complexity. This is where we begin, and we are always improving. Are you someone who likes efficiency and making an impact? We want a self-motivated, dynamic thinker who can help us facilitate growth so we can help more people live their best life-including you.
Responsibilities:
Skills and Abilities:
Educational/ Experience/Licensing:
Job Type: Full-time
Salary and bonus: $45,000.00 - $65,000.00 per year
Benefits:
Schedule:
Education:
License/Certification:
Work Location:
Work Location: In person
Job Type: Full-time
Pay: $45,000.00 - $65,000.00 per year
Benefits:
Supplemental pay types:
Weekly day range:
Work setting:
Work Location: In person