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)
Job Title: Entry-Level Wealth Management Advisor
Company: GS Wealth Management
Location: N. Dallas
About Us: GS Wealth Management focuses on relationships, not products. Only after we have a full understanding of your financial picture do we begin to construct a customized solution which suits your unique needs. We succeed by developing trusting relationships with our clients—working closely with them to create personalized wealth management and financial planning strategies. We apply a steady, seasoned approach to wealth management – tailored to the unique needs of each client in pursuit of their long-term objectives. The clients we serve are a remarkable and diverse group. They range from successful entrepreneurs and small business owners to high net worth families and corporate executives, from young couples just getting started with financial planning to mom and dad entering retirement. No matter where you fit into this spectrum, you can be sure that our commitment remains to serve every client as a unique individual with a unique plan to help you meet your financial goals. We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence. Wealth accumulation and estate preservation includes coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.
Job Description: We are seeking an entry-level Wealth Management Advisor to join our team at GS Wealth Management. As a Wealth Management Advisor, you will assist in providing financial planning and investment advisory services to our clients. The ideal candidate will have a basic understanding of financial concepts and be familiar with the eMoney software program. While having investment licenses such as SEI, Series 7, Series 63, Series 65, or Series 66 is beneficial, we are willing to consider candidates who are motivated to obtain these licenses after employment.
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How to Apply: Please submit your resume and cover letter to vdelarosa@gswealthmgmt.com, detailing your qualifications and interest in the position. We look forward to reviewing your application!
GS Wealth Management is an equal opportunity employer.
Job Type: Full-time
Pay: From $35,000.00 per year
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Work Location: In person
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