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)
Description
Job SummaryTrilogy Financial is seeking driven, career-minded individuals with a desire to connect with people and a passion to influence their financial futures. The Wealth Management Assistant is the first position on the rewarding and competitive Wealth Management career path. Training and obtaining your S65 and Insurance licenses are the primary goals in this position while laying the foundation to grow into a self-confident and accomplished financial advisor. Trilogy’s ambitious and fast-paced career path offers growth opportunities for those willing to be proactive, work hard, and meet the challenge.
Pay: $27.00 an hour
Essential Duties / Responsibilities
Below is the list of duties for Wealth Management Assistant role:
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Requirements
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0 Wealth Management Specialist jobs found in Riverside, CA area