Client Relationship Wealth Manager

2 weeks ago

Fort Lauderdale, Florida, United States CFA Institute Full time

Job Overview:
Wealth Management Consultant


If you are looking to focus on nurturing client relationships and developing intricate financial strategies rather than seeking new clients, consider joining a leading firm in the financial sector.

CFA Institute offers a unique business model with an established client portfolio and strong institutional partnerships that set us apart in the market.

At CFA Institute, we prioritize professional development, flexibility, and support, paving the way for your long-term success and that of our clients.

Your Role: As part of our Investor Center team, you will interact directly with clients, providing tailored guidance and planning services while enhancing the firm's reputation.

We equip you with a comprehensive product platform and premier resources in the financial industry, allowing you to cultivate relationships with our existing clientele.

Qualifications We Seek:
Proven track record in relationship building, identifying client needs, and proposing effective solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed or the ability to obtain these licenses upon hire
Strong capability to articulate complex solutions to an informed client base while establishing trust and credibility
A degree and/or relevant professional certifications are advantageous; if you lack a CFP or degree, our Tuition Reimbursement program can assist you in achieving these qualifications
Skills You Bring:
Ability to thoughtfully introduce clients to diverse investment strategies and consolidate additional client assets through engaging, client-focused discussions
Being open to coaching, collaborative, and inquisitive are your core attributes
Dedicated to delivering an exceptional customer experience with a genuine passion for client success
Driven by results and solution-oriented, you take initiative and surpass client expectations
In-depth knowledge of investment solutions

Our Commitment to You:
At CFA Institute, our greatest asset is our people, and we believe in a holistic approach to life.

We provide a competitive total rewards package, including a stable base salary, to acknowledge associate accomplishments. Our benefits are designed to help you and your family achieve a healthy work-life balance. We offer extensive training opportunities, both in-person and virtually, to support you in all facets of your career. You will have the resources necessary to succeed from the outset.
The Impact You Make:
Your integrity, insights, interpersonal skills, and detailed planning enable you to guide and support clients as they strive to achieve their financial goals
Assisting clients by delivering comprehensive investment solutions and retirement strategies tailored to their current and future needs
Engaging clients through personal interactions that showcase your communication and relationship-building skills
You are steadfast in your commitment to clients while positively influencing the community around you.

Certifications:
Series 0- FINRA, Series 6- FINRA

Company Overview:
CFA Institute is dedicated to enhancing the financial well-being of our clients.

We assist individuals in investing and planning for their futures. We support organizations in providing benefits to their employees and offer investment and technology solutions to institutions and independent advisors to manage their clients' investments.

Join Us: At CFA Institute, you will discover countless opportunities to build a rewarding career that makes a positive difference in people's lives, including your own.

We offer flexible benefits that support you at every stage of your career, empowering you to excel both professionally and personally.

Recognized as a top workplace, we have received accolades from our employees for our inclusive culture.

At CFA Institute, we value honesty, integrity, and the safety of our associates and clients in a highly regulated environment. Certain positions may require candidates to undergo a preliminary credit check during the hiring process.

All candidates receiving an offer will be subject to a background investigation and may be asked to provide additional documentation as needed.

This investigation may include a review of criminal history, civil litigations, regulatory compliance, employment history, education verification, and credit history, depending on the role.

Where allowed by law, CFA Institute may also conduct a pre-employment drug screening.

CFA Institute is an equal opportunity employer, committed to fostering a diverse workforce through a culture of inclusion and belonging.

We will reasonably accommodate applicants with disabilities who require adjustments to participate in the application or interview process. To request an accommodation, please contact our HR Accommodation Team.

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