Wealth Management Specialist, Sr. 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, Sr. 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, Sr. 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. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
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 process. We value lifelong relationships while providing the highest level of personal service and intimacy one would expect from a boutique financial services firm. By first understanding what is truly most important to each of our clients and their family, we can then develop a plan designed to last for generations. It is our belief that we are called to be the light in our community by loving and caring for others. Our faith in God forms the cornerstone to everything we do - personally and professionally.
We are looking to add a Relationship Manager (RM) to our team. The RM is an implementer and will manage 100-175 relationships. In effect, they manage the assigned clients' portfolios as if he/she is the Financial Advisor (FA) (similar to a PA for a Physician and a Paralegal for an attorney).
RM will manage assigned client relationships and provide excellent service to ensure overall objectives are met related to clients' financial goals.
RM Qualifications
The qualified candidate will possess the following traits:
RM Background: consider candidates who might be:
RM Compensation
RM Accountability
This company works in partnership with Remarkable People Solutions to fill this position. Any communication from RPS is done on behalf of this company. All positions are direct hire positions with this company and not with RPS
About the Company:
Atlantic Wealth Management