Senior Wealth Management Consultant
2 months ago
Position: Wealth Management Professional
Company: The Ladders
The Ladders is a prominent independent financial advisory firm committed to delivering outstanding financial guidance to clients globally. We are on the lookout for enthusiastic professionals to enhance our organization.
- Oversee client interactions and manage all facets of their financial matters
- Craft and execute creative strategies to assist clients in reaching their financial objectives
- Guide clients in defining their financial legacy aspirations
- Work collaboratively with various client teams and provide mentorship to team members
- Regularly evaluate and review clients' financial circumstances
- Drive firm expansion through proactive business development initiatives
- Clarify and document financial strategies and services for clients
Requirements:
- Excellent communication and interpersonal abilities
- Capability to operate autonomously as well as within a team environment
- Highly organized with a keen eye for detail
- Bachelor's Degree with CFP, CFA, or CPA designation preferred
- 2 - 5 years of relevant experience in a comparable position preferred
Benefits: The Ladders provides a comprehensive benefits package that includes health insurance, paid time off, and support for professional certifications and ongoing education.
If you are a committed professional eager to contribute to a collaborative and supportive environment, we welcome your application. The Ladders is an Equal Opportunity Employer.
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