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Wealth Management Professional

2 months ago

Newton, Massachusetts, United States SDL Search Partners Full time

About the role:

Financial Planning and Advisory Services

Our client seeks a skilled Financial Planning and Advisory Services professional to join their team.

This is an excellent opportunity for someone to launch their career in Wealth Management, working directly with clients to provide expert financial guidance and support.

About the Job:

  • Participate in client financial planning, focusing on cash flow planning for retirement.
  • Assist with account maintenance and creation, ensuring seamless client experiences.
  • Manage and validate account transfers to ensure accuracy and efficiency.
  • Support clients with distributions, wire transfers, and other financial transactions.
  • Coordinate and maintain files for quarterly reviews, ensuring clients receive comprehensive support.
  • Contribute to ad-hoc projects as required.

Requirements:

  • Series 7 / 63 / 66 licenses, with SIE certification preferred.
  • 1-3 years of experience in Wealth Management, ideally as a CSA or equivalent role.
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint).
  • Ability to thrive in an entrepreneurial environment.
  • Excellent communication and relationship-building skills.