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)
Experienced Client Service Associate 401(k)- Wealth Management
We are a locally known wealth management firm in Las Vegas seeking a Client Service Associate to join our organization.
Do you love working with people, have an eye for detail, and enjoy working in a fast-paced environment? If so, we’d love to hear from you.
We’re looking to hire an experienced Client Service Associate with experience and knowledge of 401(k) and cash balance plans who will provide exceptional service to existing clients, making them feel like they are our only client.
You will serve as a resource for multiple advisors, support the director of client services and execute on operational needs in a timely manner.
In a typical week, your duties can include:
If you thrive on establishing and following processes but can problem solve and be flexible to get things done, this is the role for you.
Qualifications:
Great people deserve top benefits. We offer a complete package of benefits designed to support our employees. Benefits include health insurance, 401k match, and paid time off.
**serious inquires only, do not apply if you do not have 3-5 years of RIA financial industry experience
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
Schedule:
Experience:
Work Location: In person
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