Vice President of Wealth Management
1 week ago
If you are passionate about guiding clients through comprehensive financial strategies and fostering enduring relationships, this Wealth Planning position may be an ideal match for you.
Qualifications:
- Bachelor's Degree is strongly preferred
- CFP designation is highly regarded
- Series 7, 63, 65, 66, and necessary insurance licenses must be obtained prior to employment
- Minimum of 5 years in the financial services industry, with 10 years being ideal
- 3-5 years of experience in financial planning, with 5 years preferred
- Demonstrated success in client satisfaction and financial planning initiatives
As a Wealth Planner, you will concentrate on crafting customized planning and investment strategies that empower clients to reach their financial aspirations.
Your Expertise:
- Exemplary emotional intelligence skills
- Background in behavioral finance and family dynamics
- Established history in wealth management planning
- Proficiency in critical components of the wealth planning process
- Capability to articulate market influences effectively
By acting as a trusted advisor and delivering personalized financial planning, you will assist families in growing and safeguarding their wealth.
Your Influence:
Your commitment to individualized financial planning will attract and retain clients seeking dedicated wealth management solutions.
Compensation range: $115,000 - $200,000 annually.
We provide extensive benefits to enhance your well-being and support your professional growth.
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