Wealth Management Consultant
2 weeks ago
We are seeking a dedicated Wealth Management Consultant to join our team at Transcend Practice Management.
Location:
Indianapolis, IN (full time; in-office)
Compensation:
$130,000 – $180,000, based on experience
About Us:
At Transcend Practice Management, we pride ourselves on our collaborative and supportive environment, committed to delivering exceptional financial planning services to our clients. Our core values include reliability, appreciation, meticulous accuracy, critical thinking, a commitment to ongoing education, and enthusiasm for the opportunities each day brings.
Role Responsibilities:
As a Wealth Management Consultant, you will:
- Manage and nurture existing client relationships.
- Analyze various financial documents, including account statements, tax returns, estate documents, life insurance policies, and annuity contracts.
- Address client inquiries and fulfill requests.
- Conduct thorough client reviews.
- Collaborate with clients and support staff to prepare financial illustrations.
- Communicate effectively with clients, their family members, and strategic partners.
- Maintain an in-depth understanding of clients' unique circumstances and interests.
- Proactively enhance client service and collaborate with colleagues.
- Stay informed on trends and regulations in the financial planning sector.
Qualifications:
To be considered for this position, candidates must possess:
- A Bachelor's degree.
- Significant experience as a financial planner, providing guidance on investment, tax, risk, education, and estate planning.
- Certification as a CFP or CPA/PFS (Personal Financial Specialist).
- The ability to perform well under pressure.
- Exceptional oral and written communication skills.
- A keen attention to detail.
- Strong problem-solving and analytical skills.
- Excellent relationship management abilities.
- A positive attitude and enthusiasm for the role.
- Confidence and adaptability in various situations.
- A willingness to embrace change.
- A strong drive to assist clients and colleagues.
- Professional demeanor.
- Proficient computer skills, including Word, Excel, portfolio management, and financial planning software.
- A clean compliance record.
Preferred Qualifications:
While not required, the following experience is advantageous:
- Experience in managing and mentoring a team.
Diversity Commitment:
We are dedicated to attracting a diverse range of applicants from various backgrounds. We encourage all qualified individuals to explore the opportunities we offer and consider if Transcend Practice Management is the right fit for you.
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