Wealth Management Specialist jobs in the United States

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)

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Business Development & Relationship Management Specialist
  • Avera Capital Wealth Management
  • Burley, ID FULL_TIME
  • Business Development & Relationship Management Specialist - Join Our Magic Valley Wealth Management Team!

    At Avera Capital Wealth Management in Magic Valley, we are not just about growth; we're about fostering deep, lasting relationships with our clients and our community. Embedded in the heart of Idaho, our culture is a reflection of the Magic Valley spirit, focusing on creating enduring connections and guiding our clients toward financial freedom.

    Who We Are

    Avera Capital Wealth Management stands as a flourishing, independent advisory firm. We're not just about reaching financial goals; we're about partnering with our clients through every life phase, offering customized, collaborative, and comprehensive financial planning.

    As our Business Development Specialist, you'll not only lead our growth initiatives but also be pivotal in managing our client relationships. Your role involves deeply understanding client needs, maintaining ongoing our existing relationships, while connecting with and creating new relationships within the community, all with the focus of ensuring satisfaction with our services.

    The Role

    As our primary point of contact, you will be representing a team with incredible industry experience and an in-depth know-how of the process itself.

    To that end, we are looking for someone who can focus on the following:

    • Sales & Relationship Building: Lead the sales process while nurturing long-term relationships with clients. Understand their financial objectives and be part of a team that provides solutions to align their goals.
    • Client Service Excellence: Deliver outstanding service to clients, ensuring their needs are met with professionalism and empathy.
    • Leads Generation & Client Retention: Develop new leads and maintain existing client relationships, focusing on long-term client satisfaction.
    • Collaborative Client Management: Work closely with our team to provide a seamless and comprehensive client experience.
    • Continuous Learning & Adaptation: Stay abreast of industry trends and client feedback to refine your approach to client service and sales.
    • Efficient Workflow Management: Organize and optimize workflows, ensuring efficient client service and relationship management.

    Who You Are

    • Client-Centric: Your primary focus is client satisfaction, and you are dedicated to building strong, lasting relationships.
    • Charismatic & Empathetic Communicator: Excellent in client interactions, skilled in building trust and understanding their needs.
    • Solution-Oriented: Ready to tackle client concerns and challenges efficiently and effectively.
    • Tech-Enabled: Proficient in using technology, including CRM systems, to enhance client relationships.

    Skills and Qualifications

    • Proven Track Record in Sales & Client Relationship Management: Demonstrated success in not only sales but also in maintaining and growing client relationships.
    • CRM Proficiency: Adept at using CRM tools to manage client interactions and maintain relationships.
    • Effective Communication: Skilled in clearly conveying complex concepts and building trust with clients.
    • Adaptive and Flexible: Ready to embrace change and continuously seek better methods to improve client service and relationships.

    Job Type: Full-time

    Salary: $68,000.00 - $72,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Health insurance in the form of a ICHRA plan.
    • Life insurance
    • Paid time off
    • Vision insurance

    Join us and grow not only in your career but also in your ability to make meaningful connections with our clients. We're excited to support your journey with comprehensive training and a supportive team environment.

    Be a part of our wealth-building journey in Magic Valley and make a difference in our clients' lives at Avera Capital Wealth Management. Apply today!

    Job Type: Full-time

    Pay: $68,000.00 - $72,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Day shift
    • Monday to Friday

    Supplemental pay types:

    • Bonus opportunities
    • Commission pay

    Travel requirement:

    • No travel

    Experience:

    • Business development: 1 year (Required)
    • financial services: 1 year (Required)

    Ability to Commute:

    • Burley, ID 83318 (Required)

    Ability to Relocate:

    • Burley, ID 83318: Relocate before starting work (Required)

    Work Location: In person

  • 2 Days Ago

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Wealth Management Summer Internship
  • Merriman Wealth Management, LLC
  • Bellevue, WA OTHER
  • Overview Merriman is searching for an exceptional person to join our team as an Associate Advisor/Wealth Advisor Intern. The person filling this position will work as an integral team member with one ...
  • 19 Days Ago

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Associate Wealth Management Advisor
  • Waypoint Wealth Management
  • Bozeman, MT FULL_TIME
  • Associate Wealth Management Advisor Waypoint Wealth Management exists to strengthen individuals, families, businesses, and communities through a comprehensive, client-centered approach to financial pl...
  • 21 Days Ago

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Client Service Associate - Wealth Management
  • Golden Gift Wealth Management
  • Fort Worth, TX PART_TIME,CONTRACTOR
  • Position Title: Client Service Associate Company and Position Summary Golden Gift Wealth Management, Inc. is a faith-based wealth management company that helps clients achieve their most important goa...
  • Just Posted

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Wealth Management Customer Service Representative
  • LaMar Wealth Management
  • Auburn, AL FULL_TIME
  • Wealth Management Customer Service RepresentativeSalary Range: $40,000 - $60,000Wealth Management Customer Service Representative Benefits: 401k with profit sharing Health, vision, and dental insuranc...
  • 2 Days Ago

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Atlantic Wealth Management - Relationship Manager
  • Atlantic Wealth Management
  • Morehead, NC FULL_TIME
  • Atlantic Wealth Management, LLC, is an independent, full-service investment management firm focused intently on the growth and protection of our clients' hard-earned wealth through our established pro...
  • 1 Month Ago

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Mid-Level DevOps Engineer (TS-SCI)
  • IVYSYS TECHNOLOGIES LLC
  • Reston, VA
  • Job Description Job Description IvySys Technologies, LLC provides innovative AI-driven software solutions and services t...
  • 3/28/2024 12:00:00 AM

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Remote Insurance Agent
  • Dorr Agency
  • Great Falls, VA
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 3/28/2024 12:00:00 AM

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Sales Account Executive
  • Centric Business Systems
  • Mc Lean, VA
  • Purpose The primary responsibility for this position is selling business technology solutions through prospecting and co...
  • 3/28/2024 12:00:00 AM

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Client Services Coordinator
  • Colliers
  • Mc Lean, VA
  • Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our peop...
  • 3/27/2024 12:00:00 AM

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Client Specialist
  • Robert W Baird & Co
  • Fairfax, VA
  • As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial A...
  • 3/27/2024 12:00:00 AM

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Sales Support Specialist, Annuities, Highland Capital Brokerage
  • Advisor Group
  • Leesburg, VA
  • ** Sales Support Specialist, Annuities, Highland Capital Brokerage** *Share by Email* Location: 1608 Village Market Blvd...
  • 3/25/2024 12:00:00 AM

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Assistant Project Engineer Intern - Summer 2024
  • The Christman Company
  • Sterling, VA
  • Build More with Your Career at Christman Get out of the classroom and Build More with your internship experience at The ...
  • 3/25/2024 12:00:00 AM

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Inside Sales Representative
  • Advisors Virginia (BMG-VA)
  • Tysons Corner, VA
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/24/2024 12:00:00 AM

Income Estimation for Wealth Management Specialist jobs
$74,357 to $118,783