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)
Description
Position Summary
The Estate Planning Specialist will work with our Advisors to educate clients on estate planning and business succession and will serve as a resource for clients who are working through the estate planning process with their outside legal team. The Estate Planning Specialist will also serve as an internal resource, including by assisting our Client Service team with beneficiary designations, account titling, handling account transitions after a death, and other matters. Orgel Wealth Management is not a law firm and does not provide legal advice to clients and no aspect of the position will involve the provision of legal advice.
Principal Duties and Responsibilities
Work Environment
Requirements
Education and Experience Requirements
Required:
Preferred:
Additional Skills Required
The Estate Planning Specialist must be able to: