Para Planner/Associate Wealth Manager
2 weeks ago
Our firm is looking to hire talented and dedicated team members who are highly knowledgeable in their field. Our mission is to lead our clients to be outstanding stewards of their finances, enriching their lives, and strengthening their causes. We are seeking an experienced advisor to join our team.
Responsibilities to include:
Manage relationships with clients, earning their trust
Manage clients’ investment portfolios ensuring alignment with client objectives
Develop, recommend, and direct execution of investment strategies for clients
Prepare and present periodic client reviews
Opportunity to develop new clients for your own segmented practice
Assist with new business presentations and client on-boarding
Mentor members of the team
Maintain compliance with all company policies and regulatory practices at the highest standards
Engage with and advise a sophisticated, successful client base; maintain regular contact with clients with a thorough understanding of their individual investment objectives and our financial planning philosophy
Collaborate with external client advisors (i.e., attorneys, accountants)
Assist with research in support of the firm’s investment strategies
Identify areas to improve efficiency throughout our processes
Qualifications:
CFA or CFP designation desirable
5+ years experience as a wealth manager/investment management experience
Well grounded in all financial aspects: retirement planning, investments, estate planning
Excellent communication skills with the ability to explain advanced complex ideas in a format comprehensible to a sophisticated clientele
Strong organizational and time-management skills with the ability to work effectively in a high paced environment
Collaborative team player
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