Wealth Management Professional
2 days ago
CX Institutional LLC is seeking a highly skilled Wealth Manager to join our team. As a key member of our client experience team, you will be responsible for building and maintaining trusting relationships with our high net worth clients.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients, including risk audits and goal reviews.
- Conduct regular meetings with clients to foster and build long-term relationships.
- Provide expert advice on financial planning, estate planning, risk management, and tax management.
- Work closely with the Wealth Advisor and paraplanner to ensure seamless client service.
- Participate in goal review and risk audit meetings to ensure clients' financial goals are being met.
- Stay up-to-date on industry developments and regulatory changes to ensure compliance with all work activities.
Requirements:
- 5+ years of experience in financial planning, wealth management, or a related field.
- Series 65 or equivalent certification.
- Certified Financial Planner (CFP), CPA, JD, or CFA designation is required.
- Excellent analytical and interpersonal skills, with the ability to build trusting relationships with clients.
- Proficient in Microsoft Office suite and financial planning and investment reporting software.
About Us:
CX Institutional LLC is a leading provider of financial management services. Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
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