Private Client Specialist
3 days ago
Career Opportunity
Are you a motivated individual looking to advance your career in wealth planning? Do you have a passion for working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) families?
About Us
Carson Group Holdings, LLC is a leading financial advisory firm dedicated to providing top-notch wealth planning services to HNW and UHNW families.
Job Description
This is an excellent opportunity for a skilled Private Client Specialist to join our team and contribute to the success of our company. As a Financial Advisor Coordinator, you will play a crucial role in providing planning support to Wealth Strategists and Senior Wealth Advisors, taking a lead role with next-generation clients, and demonstrating wealth planning software to clients.
Responsibilities
- Provide planning support to Wealth Strategists and Senior Wealth Advisors
- Act as a co-pilot in client presentations, supporting the Wealth Strategist and Senior Wealth Advisor as they lead
- Take a lead role with next-generation clients inside the Private Client families we serve
- Demonstrate the wealth planning software to clients
- Input client information into web-based planning software
- Develop close, long-term relationships with our clients to understand their current circumstances and future needs or wishes
- Update wealth plans as necessary to maintain reliable and current information
- Generate and deliver comprehensive wealth plans tailored to HNW and UHNW clients
- Create and modify PowerPoint presentations to highlight wealth plan data for client meetings
- Continually look for ways to improve the wealth planning process
- Educate advisors and clients on new strategies, tax law changes, and regulatory requirements
- Strategize with advisors on client solutions and advice
Salary and Benefits
The estimated salary for this position is $60,000 - $80,000 per year, plus bonus potential, 401(k) matching, health benefits, and a great working environment.
Requirements
- Bachelor's degree required
- Professional designations such as CFP, CPA, or JD highly desirable
- Minimum of 2 years' experience in wealth planning, ideally working with HNW and UHNW clients
- Microsoft Office Suite – Intermediate level
- eMoney, MoneyGuide, and Salesforce experience preferred
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