Wealth Management Consultant

2 weeks ago

MagstattleBas, Grand Est, United States BMO Financial Group Full time

Role Overview:
As a Wealth Management Consultant, you will provide expert advisory services and relationship management to cultivate, maintain, and expand a diverse portfolio of clients, ensuring an outstanding client experience.

Client Engagement:
Your role will involve understanding client needs and delivering comprehensive financial advice tailored to their unique circumstances. You will collaborate with a team of specialists to develop and implement innovative solutions that address clients' financial planning objectives.

Business Development:
In this position, you will create and execute a strategic business development plan aimed at achieving sales targets and enhancing client relationships. You will build and leverage internal and external networks to drive growth within your designated portfolio.

Market Presence:
Enhancing the firm's visibility in the marketplace is key. You will work alongside other professionals, such as attorneys and accountants, to formulate a cohesive business development strategy.

Relationship Management:
As the primary Relationship Manager, you will lead annual client reviews to assess evolving needs and improve communication. You will also produce detailed client reports that illustrate the value delivered and identify clients at risk of attrition.

Strategic Insights:
Your insights will guide senior leadership on strategic initiatives, based on a thorough understanding of market dynamics and client needs. You will serve as a subject matter expert on relevant regulations and policies.

Proactive Solutions:
Identifying and addressing client concerns proactively will be essential. You will introduce specialists to clients and share your expertise in wealth solutions across the regional team.

Performance Monitoring:
Monitoring performance metrics and addressing issues will be part of your responsibilities. You will design and produce regular reports and dashboards to track progress.

Change Management:
Leading change management initiatives will involve assessing readiness, planning, and executing various activities to ensure successful outcomes.

Qualifications:
Typically, candidates will possess 7+ years of relevant experience and a post-secondary degree in a related field. An MBA and Certified Financial Planner designation are preferred. A deep understanding of wealth management and bank products is essential, along with strong analytical, problem-solving, and collaboration skills.

  • Wealth Management Consultant

    2 weeks ago

    Magstatt-le-Bas, Grand Est, United States BMO Financial Group Full time

    Role Overview:As a Wealth Management Consultant, you will provide advisory-driven sales and relationship management to cultivate, maintain, and expand a portfolio of prospective and existing client relationships, ensuring an outstanding client experience. Client Engagement:Exhibit a deep understanding and commitment to client needs through the proactive...

  • Wealth Management Consultant

    2 weeks ago

    Magstatt-le-Bas, Grand Est, United States BMO Financial Group Full time

    Role Overview:As a Wealth Management Consultant, you will provide advisory-based sales and relationship management to cultivate, maintain, and expand a portfolio of prospective and existing client relationships, ensuring an exceptional client experience. Client Engagement:Demonstrate a comprehensive understanding of client needs through proactive delivery of...

  • Wealth Management Attorney

    1 week ago

    Magstatt-le-Bas, Grand Est, United States Jobot Full time

    Estate Planning Attorney OpportunityJoin a distinguished midsize legal firm dedicated to delivering advanced estate planning and wealth transfer solutions for our clientele. We provide a comprehensive compensation package, including 401K matching, health benefits, dental and vision coverage, as well as life insurance.Position Overview:Minimum of 2 years of...

  • Senior Wealth Management Consultant

    2 weeks ago

    Magstatt-le-Bas, Grand Est, United States Stevens Capital Partners Full time

    Job Overview:We are in search of a driven and skilled Senior Wealth Management Consultant to play a pivotal role in providing all-encompassing financial guidance to our clientele. This position will focus on the final stages of the CFP Board's Financial Planning Process, which entails collaborating closely with clients to collect pertinent information,...

  • Senior Wealth Management Advisor

    2 weeks ago

    Magstatt-le-Bas, Grand Est, United States Stevens Capital Partners Full time

    Job Overview:We are in search of a dedicated and skilled Senior Wealth Management Advisor to play a pivotal role in providing holistic financial guidance to our clientele. This position will focus on the concluding phases of the CFP Board's Financial Planning Process, which entails collaborating closely with clients to collect data, evaluate information,...

  • Senior Wealth Advisor

    9 hours ago

    Magstatt-le-Bas, Grand Est, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Charles Schwab. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment plans for clients,...

  • Lead Tax Consultant

    4 days ago

    Magstatt-le-Bas, Grand Est, United States HBE Corporation Full time

    HBE Corporation is a prominent provider of professional accounting and consulting services across Nebraska. With operations in various locations, HBE delivers a comprehensive suite of financial management services tailored for businesses, non-profit organizations, governmental entities, niche industries, and individuals. Our offerings encompass audit, tax,...

  • Wealth Management Advisor

    2 weeks ago

    Magstatt-le-Bas, Grand Est, United States Avantax Planning Partners Full time

    Position OverviewAvantax Planning Partners is on the lookout for a Financial Planning Consultant dedicated to managing a portfolio of clients provided by our esteemed network. This role is pivotal in expanding our client base through referrals and connections with CPAs associated with Avantax Planning Partners. Collaborating closely with a Financial Service...

  • Wealth Management Advisor

    2 weeks ago

    Magstatt-le-Bas, Grand Est, United States Avantax Planning Partners Full time

    Position OverviewAvantax Planning Partners is in search of a Financial Planning Consultant to manage a designated portfolio of clients. This role involves expanding the client base through referrals and leads from affiliated CPAs. The Financial Planning Consultant will collaborate with a Financial Service Assistant (FSA) to streamline operations, enabling a...

  • Property Leasing Consultant

    2 weeks ago

    Magstatt-le-Bas, Grand Est, United States Goldmark Property Management Full time

    Become a Vital Member of Our Esteemed Property Management Team.Enhance Living Experiences.As a Property Leasing Consultant, your primary role will be to deliver exceptional service to both current and prospective residents by showcasing available apartments, addressing concerns, and fostering positive relationships. You will also assist in promoting the...

  • Estate Planning Legal Advisor

    2 weeks ago

    Magstatt-le-Bas, Grand Est, United States Jobot Full time

    Estate Planning Attorney OpportunityJoin a distinguished midsize law firm that specializes in delivering advanced estate planning and wealth transfer solutions for clients. We provide a comprehensive compensation package, including a 401K match, health benefits, and life insurance.Position Overview:Minimum of 2 years of experience in estate planningProviding...

  • Probate Law Specialist

    2 weeks ago

    Magstatt-le-Bas, Grand Est, United States Jobot Full time

    Estate Planning Attorney OpportunityJoin a distinguished midsize law firm dedicated to delivering advanced estate planning and wealth transfer solutions for our clients. We provide a competitive compensation package that includes benefits such as 401K matching, health insurance, dental and vision coverage, and life insurance.Position Overview:Minimum of 2...

  • Tax and Estate Planning Attorney

    2 weeks ago

    Magstatt-le-Bas, Grand Est, United States Jobot Full time

    Estate Planning Attorney OpportunityJoin a distinguished midsize law firm dedicated to delivering advanced estate planning and wealth transfer solutions for our clientele. We provide a competitive compensation package along with comprehensive benefits, including 401K matching, health insurance, dental and vision coverage, and life insurance.Position...

  • Trusts and Estates Lawyer

    2 weeks ago

    Magstatt-le-Bas, Grand Est, United States Jobot Full time

    Position: Estate Planning AttorneyJoin a distinguished midsize law firm that specializes in delivering advanced estate planning and wealth transfer solutions tailored for our clients. We provide a comprehensive compensation package that includes a 401K match, medical, dental, vision, and life insurance benefits.Key Responsibilities:Minimum of 2 years of...

  • Probate and Estate Attorney

    1 week ago

    Magstatt-le-Bas, Grand Est, United States Jobot Full time

    Estate Planning Attorney OpportunityJoin a distinguished midsize law firm dedicated to delivering advanced estate planning and wealth transfer solutions for clients. We provide a competitive compensation package along with benefits such as 401K matching, medical, dental, vision, and life insurance.Position Overview:Minimum of 2 years of experience in estate...

  • Nurse Disability Consultant

    6 days ago

    Magstatt-le-Bas, Grand Est, United States Lincoln Financial Group Full time

    About the RoleWe are seeking a highly motivated and experienced Nurse Disability Consultant to join our clinical organization. As a key member of our team, you will be responsible for reviewing, analyzing, and interpreting medical information available for disability claims.Key ResponsibilitiesEvaluate medical information to clarify diagnoses, evaluate the...

  • Senior Cybersecurity Consultant

    2 weeks ago

    Magstatt-le-Bas, Grand Est, United States Optiv Full time

    Optiv Principal Consultant - Federal Advisory Services | RemoteThis position is fully remote and can be hired anywhere in the continental U.S.Optiv + ClearShark is on the lookout for a Senior Cybersecurity Consultant to spearhead, manage, and deliver compliance-oriented cybersecurity and IT advisory services. This role will primarily concentrate on Zero...

  • Senior Risk Advisor

    2 weeks ago

    Magstatt-le-Bas, Grand Est, United States HUB International Full time

    ABOUT HUB INTERNATIONALAt HUB International, we pride ourselves on being a collective of innovators. Our mission is to safeguard and support the ambitions of individuals, families, and enterprises. We assist our clients in assessing their risks and crafting solutions that are specifically tailored to their requirements. We are committed to empowering our...

  • Senior Risk Advisor

    2 weeks ago

    Magstatt-le-Bas, Grand Est, United States HUB International Full time

    ABOUT HUB INTERNATIONALAt HUB International, we pride ourselves on being a collective of innovators. Our mission is to safeguard and nurture the ambitions of individuals, families, and enterprises. We assist our clients in assessing their risks and crafting solutions that are specifically designed to meet their needs. We are committed to empowering our...

  • Internal Marketing Consultant

    2 weeks ago

    Magstatt-le-Bas, Grand Est, United States Alliant Full time

    Position Overview:Alliant Insurance is seeking a dedicated Internal Marketing Consultant, also referred to as a Case Design Specialist, to join our Medicare insurance division. This role is pivotal in supporting our national network of agents through recruitment, training, and ongoing assistance with Medicare Supplement, Medicare Advantage, and Ancillary...