Financial Services Professional
3 days ago
Key Responsibilities:
- Deliver exceptional financial counseling and investment management services to clients, adhering to AMG National Trust standards and practices.
- Maintain highly respected and confidential relationships with clients, ensuring the highest level of client satisfaction with AMG National Trust services.
- Take initiative, provide valued advice, and be proactive with clients, driving business growth and development.
- Develop new business opportunities, obtain and follow up on referrals to new clients, and utilize the prospect database effectively.
- Thoroughly understand and market the full range of AMG National Trust services, contributing to the firm's image in the community.
- Stay up-to-date with investment and financial counseling-related subject areas, exercising effective judgment and adapting to changes and new responsibilities.
Requirements:
- Bachelor's degree in finance, financial planning, accounting, economics, or tax, with preferred designations such as MBA, CFA, CFP, or CHFC.
- 2-5 years of experience as a financial analyst or financial counselor in a wealth management environment.
- Advanced knowledge of financial counseling, including financial security, investments, income taxes, estate planning, insurance, retirement options, corporate compensation, and employee benefits.
- Exceptional oral and written communication skills, with the ability to maintain confidentiality and adapt to changing situations.
- Superior organizational skills, attention to detail, follow-through, and accuracy, with the ability to travel approximately 40% of the time.
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