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)
Job Description:
Our office environment can be described as modern, family-oriented, positive, and welcoming. The ideal candidate for this position will be a hard-working individual who wants to grow with this company. We are looking for an individual who thrives in a culture defined by a shared vision of always placing client interests first, by providing guidance in the areas of investments, retirement, tax, insurance, and estate planning to clients, while coaching and developing self and others.
Roles and Responsibilities
Client Service
Qualifications and Requirements
Related Skills: Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, Wealth Management
Job Type: Full-time
Pay: From $80,000.00 per year
Benefits:
Compensation package:
Weekly schedule:
Work setting:
Education:
Experience:
Work Location: In person