Financial Solutions Specialist

1 week ago


Denver, Colorado, United States Jobot Full time

At Jobot, we are seeking a skilled Financial Solutions Specialist to deliver tailored financial solutions and expert support to each client's distinct wealth management needs.

Wealth Management Specialist Overview
  • Develop and implement comprehensive financial strategies for high net worth clients, including tax, estate, investment, and entity planning.
  • Analyze and manage cash flow and financial planning, ensuring accurate reports and personal/business financials.
  • Coordinate cashiering requests, including checks, wires, deposits, and ACH transfers, ensuring seamless execution.
  • Assist with client tax planning and annual return preparation, gathering tax documents and processing payments in a timely manner.
  • Manage client information within financial planning systems and CRM databases, maintaining confidentiality and data integrity.
  • Ensure accurate reports and personal/business financials with the internal team, fostering effective collaboration.
  • Prepare forms for new bank, brokerage, and bill pay accounts, obtaining signatures and following up on setup.
  • Manage clients' private investments by preparing forms, following up on documentation, and coordinating with clients.

Requirements:

  • Proven expertise in financial or adjacent industry fields, with a strong understanding of complex financial concepts.
  • Able to manage a significant workload (top market compensation), earning $120,000 - $150,000 annually.


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