Wealth Manager

3 months ago

Syosset, United States Center for Wealth Preservation Full time

About us:

The Center for Wealth Preservation is a leading wealth and financial management firm. Our team of experienced wealth management professionals provides customized solutions for a diverse client base that includes high-net-worth individuals, professional athletes, corporations, and foundations. We take pride in our strong ethical framework and dedication to providing outstanding customer service. Our mission is to offer the right solutions for our clients' financial security and prosperity.

The Opportunity:

We're currently looking for a skilled Wealth Manager to join our dynamic team. The ideal candidate will be responsible for developing personalized financial management strategies and maintaining a close working relationship with our clients to ensure their needs and financial goals are being met.

Job Responsibilities:

• Developing personalized comprehensive financial plans for clients, including advice on investment, insurance, retirement planning, tax and estate planning

• Building and maintaining strong relationships with clients, proactively addressing their needs and concerns

• Coordinating with other team members to implement strategies and maintain a high level of client service

• Regularly monitoring and adjusting clients' financial plans based on changes in their circumstances and financial markets

• Complying with all industry rules and regulations, and maintaining up-to-date knowledge of market trends and other relevant financial information

Desired Qualifications:

• A minimum of 5 years' experience in wealth management or financial planning

• A bachelor's degree in Finance, Economics, or related field

• Professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)

• Excellent interpersonal and communication skills, with the ability to build relationships with clients and team members

• Familiarity with financial planning software and other relevant technology

Valuable Asset:

• Master's degree in Finance or related field

• Experience in a client-facing role at a wealth management firm

• Advanced knowledge of tax laws related to investments and personal finance

• Demonstrated success in building customer relationships and developing new business

• Experience with high net worth and ultra high net worth clients

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