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Physician / California / Permanent / Certified Financial Wealth Planner Job. Job in Los Angeles (Downtown) Allied-IT Jobs
1 month ago
Responsibilities:
The Certified Financial Wealth Planner will:
- Manage client relationships with extensive client contact
- Actively manages a client portfolio for the overall development and management of an investment strategy
- Provides financial planning to the clients
- Oversee the processes of opening accounts, drafting correspondence to clients, transferring/distributing assets
- Respond to direct client requests
- Ensure the continued development of new business developed through independent means and utilizing professional networking and direct solicitation
- Perform other duties, as needed
- 5+ years of general Wealth Advisory & Portfolio Management experience
- Bachelors Degree
- Experience interfacing with High Net Worthclients
- Established network of accounting and legal professionals in the local and regional markets.
- Solid problem solving and time management skills
- Great interpersonal skills
- Excellent communication skills (written and verbal)
- Strong attention to detail
- Highly organized
- Master's Degree
- CFP
- Familiarity with Junxure, Advyzon, e-money, Morningstar, Zoom and Slack and other Client Reporting applications
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