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)
Anderson & Associates Wealth Management is looking for a fulltime Associate Wealth Management Advisor to join our team in Pittsford, NY.
Anderson & Associates Wealth Management- Northwestern Mutual is a boutique operation that services over 500 households and has over 170 million of AUM. We are looking to add a new member that holds our organization’s core values of integrity, family, education, and service to others.
The main responsibilities of this role are conducting meetings with clients and prospective clients; developing and implementing financial plans; prospecting and lead generation to increase our book of business; maintaining accurate and timely case notes; and fielding client inquiries via email and telephone.
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Job Type: Full-time
Pay: $70,000.00 - $100,000.00 per year
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Work Location: In person