Wealth Management Specialist

4 days ago


Paramus, New Jersey, United States The Alta Group Full time
{"title": "Wealth Management Opportunity", "content": "Associate/SR Associate Wealth Planning

At The Alta Group, we are seeking a driven and entrepreneurial-minded professional to join our team as a Wealth Management Advisor. This is a great opportunity to work with a nationally recognized fee-based private wealth management firm with unlimited earning potential and no sales or cold calling.

Our client has successfully combined tax planning and wealth management strategy services, developing relationships as a trusted adviser to high net worth clients for decades. They are seeking a CFP, CFA, or CPA with a Series 65 and at least 2 years of personal financial planning experience, along with strong interpersonal skills and a client service mindset.

Key Responsibilities:

  • Develop relationships with clients as their trusted adviser on all wealth management, estate, and tax planning issues.
  • Interview clients to develop a deep understanding of their overall financial makeup and goals to develop a comprehensive tax and wealth management strategy.
  • Partner with wealth management leadership to develop wealth management strategies.
  • Assist in the development and presentation to clients of wealth management strategies and portfolio allocation.
  • Network and develop relationships to promote firm awareness and drive practice growth.

What You Can Expect:

  • The satisfaction of developing long-lasting client relationships and enabling clients to achieve their financial goals.
  • A cohesive, supportive team culture along with extensive in-house and external training and education.
  • Tremendous career and professional growth potential, essentially unlimited earning potential.
  • An exciting, fast-paced entrepreneurial environment.

Requirements:

A CFP, CFA, or CPA with 2+ years of related personal financial planning experience. Prior estate and trust experience is helpful but not required.

Strong presentation and communication skills.

Series 65 or willingness to obtain.

Strong Microsoft Office/Excel, PowerPoint required, eMoney and Morningstar Office preferred.

A desire to develop new relationships and help grow the firm.

", "lang_code": "en"}

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