Wealth Management Consultant

2 weeks ago


SaintBauzilledePutois, Occitanie, United States Professions Full time
Position Overview:
The Wealth Management Consultant plays a crucial role in advising clients on financial and estate planning, investment strategies, banking solutions, and more. This position necessitates utilizing comprehensive client insights and a diverse financial expertise to cultivate and sustain client relationships. Success in this role is driven by both internal and external sales efforts, alongside the establishment of new client connections. The team is supported by specialists who provide extensive knowledge in their respective fields.

Key Responsibilities:
- Provide expert guidance in wealth and estate planning.
- Develop and implement tailored investment strategies for clients.
- Foster and maintain strong relationships with High and Ultra High Net Worth individuals.
- Collaborate with a team of specialists to deliver comprehensive financial solutions.
- Engage in business development activities to expand the client base.

Qualifications:
- Bachelor's degree or equivalent professional experience.
- Minimum of 8 years of experience working with High and Ultra High Net Worth clients.

Preferred Skills:
- Strong networking abilities with excellent relationship management skills.
- Proven track record in specific client segments or financial verticals.
- Capability to assess client needs and devise customized strategies.
- Proficient in coordinating a team of financial specialists.
- Exceptional communication skills to articulate complex financial concepts.
- Strategic mindset with a passion for problem-solving.
- Independent decision-making skills and a sense of business ownership.
- CFA or CFP designation is preferred.

This role requires registration with the National Mortgage Licensing System (NMLS) under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.

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