Wealth Management Professional
3 days ago
Claire Myers Consulting is a boutique wealth management firm dedicated to providing exceptional financial services to our clients.
Job OverviewWe are seeking a Wealth Management Professional to join our team. As a key member of our team, you will be responsible for engaging with clients, developing long-term relationships, and providing personalized financial planning and advisory services.
Responsibilities- Engage with clients from our CRM, offering tailored financial planning and advisory services
- Develop and maintain long-term relationships with clients, ensuring their financial needs are met
- Diligently follow up with clients in the existing book, addressing needs and ensuring regular communication
- Confidently ask for referrals and leverage existing relationships to expand the client base
- Collaborate with clients to create and adjust comprehensive financial plans
- Provide education and guidance to clients on financial strategies and products
- Stay current on industry trends, regulations, and investment opportunities
- Monitor client accounts and ensure appropriate recommendations are made
- Proven experience as a Financial Advisor or client-facing Associate
- Series 7 license required within the first year
- Strong knowledge of financial planning, investment strategies, and retirement planning
- Excellent communication and interpersonal skills
- Ability to build and maintain strong client relationships
- Sales-oriented mindset, with the ability to identify opportunities within the book of business
- Comfort working with CRM software to manage and track client relationships
- Competitive base salary: $60,000-70,000
- Total compensation: $90,000 depending on experience and performance
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