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 our Receptionist, you will be the first point of contact for clients, guests, and callers in a dynamic shared space housing six businesses under the J.M. Arbour umbrella. Your warm and professional demeanor will set the tone for a positive experience at J.M. Arbour and its affiliated enterprises. You will play a pivotal role in maintaining the efficiency and organization of our shared office, ensuring that clients and colleagues from various businesses receive exceptional service while fostering a collaborative atmosphere.
Key Responsibilities:
Reception and Guest Services:
Event Support:
Clerical Duties:
Equipment, Supplies, and Facilities Management:
Qualifications:
Benefits:
Directly reports to JMA Portfolio Administrator.
Office hours are 8:30 AM - 5:00 PM, Monday through Friday.
If you're excited to be the friendly face of J.M. Arbour and play a vital role in our mission to empower clients to achieve financial success, we'd love to hear from you. Please submit your resume and cover letter outlining your qualifications and experience to devon@jmarbour.com.
J.M. Arbour is an equal opportunity employer and welcomes candidates from all backgrounds to apply.
*Note: Job responsibilities and qualifications may evolve with the organization's needs. The above description represents the primary responsibilities and qualifications for this role at the time of posting, but they are subject to change as the organization deems necessary.
Job Type: Full-time
Pay: $35,000.00 - $40,000.00 per year
Benefits:
Schedule:
Experience:
Work Location: In person