Financial Services Manager
3 days ago
The ideal candidate will be a results-driven Wealth Manager responsible for providing personalized financial planning and investment services to clients.
The role requires a strong understanding of financial markets, excellent communication skills, and the ability to work effectively in a fast-paced environment.
Estimated Salary: $70,000 - $90,000 per year
Job Responsibilities- Manage client relationships and provide tailored financial solutions
- Analyze data to make informed investment recommendations
- Prepare comprehensive financial plans and reports
- Maintain accurate records and ensure compliance with regulatory requirements
- Collaborate with the Director of Financial Services to achieve business objectives
- Stay up-to-date on industry trends and best practices
- Bachelor's degree in Accounting, Finance, or related field
- 7+ years of experience in financial services or wealth management
- FINRA series 6 and/or series 7, FINRA Series 63 and 65 or 66, and insurance license
- Excellent communication and interpersonal skills
- Ability to multitask and prioritize tasks effectively
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