Wealth Management Specialist, Sr. 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, Sr. 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, Sr. 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. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Vice President, Wealth Management
Are you a motivated and ambitious individual with a passion for helping others achieve their financial goals? Do you thrive in a sales-oriented environment and enjoy building new relationships with clients? If so, we have an exciting opportunity for you!
Severin Investments is a portfolio management firm that also offers financial planning and estate planning services. Your role is to guide prospective clients through our process: educating them on our investment philosophy, advising them on which portfolios and services will suit them, and then helping them become clients.
The firm will provide you with qualified leads and all the resources necessary to sell our services. You will also develop your personal connections.
We offer a base salary with an uncapped and lucrative bonus structure.
With Severin Investments, you can pair your passion for sales with portfolios that you feel good recommending to families!
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Job Type: Full-time
Pay: $50,000.00 - $180,000.00 per year
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Work Location: In person
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0 Wealth Management Specialist, Sr. jobs found in Clearwater, FL area