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)
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:
Who You Are
Skills and Qualifications
Job Type: Full-time
Salary: $68,000.00 - $72,000.00 per year
Benefits:
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:
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Work Location: In person