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 Summary
As a member of the Client Services Team, the Client Services Representative is responsible for providing support to both Advisors and clients. Duties for this position may include, but are not limited to preparing client paperwork, initiating, and completing client requests, and contacting clients to schedule meetings. This position requires the ability to communicate effectively, multitask and troubleshoot problems while maintaining a positive and client centric approach.
Duties and Responsibilities
The Client Services Representative can expect to focus in the following areas:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.
The Client Services Representative position typically requires the following qualifications:
Any combination of equivalent education and work experience will be considered.
Savant Capital, LLC is an Equal Opportunity Employer
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