Financial Solutions Specialist
1 week ago
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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