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 Purpose: Responsible for providing friendly assistance to Client Relationship Specialists, Associate Wealth Advisors, Wealth Advisors, and clients for specified operations support. Responsible for effective preparation and processing of client account paperwork, cashiering, account service, and data entry/maintenance.
Essential Job Duties:
Other Duties and responsibilities
Competency: To perform the job successfully, an individual should demonstrate the following competencies:
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
Associate's degree from an accredited college or university; or a minimum of two years related experience and/or training; or equivalent combination of education and experience.
Language Skills:
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
Mathematical Skills:
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning Ability:
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Computer Skills:
To perform this job successfully, an individual should have knowledge of Accounting software; Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software.
Certificates, Licenses, Registrations:
Valid driver’s license
Other Skills and Abilities:
Must be proficient in the use of a PC and be able to effectively use accounting, financial and related software. Must have excellent verbal communication ability.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include ability to adjust focus.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.
Other Job Requirements:
The employee must maintain complete confidentiality regarding client names, financial information and all other matters.
We thank you for your interest in JFS Wealth Advisors, LLC.
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