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Financial Planning Expert

2 months ago

Minneapolis, Minnesota, United States CX Institutional LLC Full time
About CX Institutional LLC

CX Institutional LLC is a leading financial services firm dedicated to providing exceptional service and expertise to help clients achieve their financial goals. Our team is committed to guiding clients through life's important financial events with care and professionalism.

Wealth Manager Role

Key Responsibilities:

  • Establish and maintain strong relationships with high net worth clients
  • Develop and maintain comprehensive financial plans
  • Coordinate the implementation of financial plans and conduct regular goal reviews
  • Serve as the primary point of contact for clients
  • Provide personalized financial advice based on clients' best interests
  • Collaborate with team members to deliver exceptional client service

Requirements:

  • Minimum 5 years of experience in Financial Planning or Wealth Management
  • Proven experience in the financial services industry
  • Series 65 or equivalent professional designation
  • CFP, CPA, JD, or CFA designation required
  • Strong service-oriented mindset
  • Excellent analytical and interpersonal skills
  • Proficiency in Microsoft Office
  • Knowledge of financial planning software