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Personal Wealth Management Specialist

2 months ago

Louisville, Kentucky, United States The Ladders Full time
Position Overview

As a Financial Wealth Consultant, you will play a pivotal role in serving as the primary liaison and trusted advisor for affluent clients. Your responsibilities will include nurturing, strengthening, and expanding client relationships, while also strategizing and assisting in the resolution of intricate financial matters. You will implement comprehensive wealth management strategies in collaboration with the client's other advisors, such as legal and tax professionals. A strong understanding of trust administration policies and estate planning is essential, and The Ladders will provide a professional environment conducive to the continuous enhancement of your skills and career aspirations within the financial services sector.

Key Responsibilities

Your daily tasks and essential duties will encompass, but are not limited to, the following:
  • Develop a profound understanding of the client's complete financial and familial landscape. Establish a foundation of trust and confidence with clients to effectively address financial challenges and propose viable solutions.
  • Collaborate with both internal and external resources to achieve estate and financial planning objectives for existing clients through holistic wealth management approaches.
  • Possess the ability to comprehend, apply, and articulate estate and financial planning concepts to clients while managing multifaceted accounts.
  • Review and assist in the formulation of tax, estate, and financial analyses and plans. Work alongside other planning resources on specific topics and assist in acquiring new clients.
  • Attract and retain affluent clients through your existing customer base, Centers of Influence, prospecting, and referrals.
  • Engage with other professional advisors of clients to support their overall planning requirements.
Qualifications

The ideal candidate will possess the following qualifications and skills:
  • A bachelor's degree is required; a JD, CFP, CTFA, or CPA designation is preferred. Advanced degrees such as a Master's or PhD, or relevant certifications are advantageous. In lieu of a degree, a comparable combination of education and experience may be considered.
  • A minimum of 3 years of experience in a similar or related field is required.
  • Ability to foster productive relationships with internal and external partners to enhance access to resources and expertise.
  • Understanding of client needs and the ability to maintain a collaborative relationship.
  • Insight into the decision-making process; ability to analyze situations thoroughly and make informed decisions.
  • Knowledge of strategies, tools, and techniques for identifying, anticipating, and resolving organizational or operational challenges; ability to apply this knowledge effectively in diverse scenarios.
  • Exceptional written and verbal communication skills.
  • Strong organizational abilities with meticulous attention to detail.
  • Exhibit a team-oriented attitude and mindset.
  • Demonstrated business development capabilities.
  • Highly motivated self-starter with the capacity to manage multiple tasks.
  • Professional demeanor and appearance.
Benefits
  • 401(k) plan with a company match of up to 6%.
  • Employee Stock Ownership Plan (ESOP) employer match.
  • Comprehensive medical, dental, and vision insurance.
  • Cancer and disease insurance options.
  • Accident insurance coverage.
  • Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA).
  • Bank-paid life and accidental death & dismemberment insurance.
  • Voluntary life and AD&D insurance options.
  • Bank-paid short-term and long-term disability insurance.
  • Employee Stock Purchase Plan.
  • Employee Assistance Program.
Physical Requirements

The physical demands outlined here are representative of those that must be met by an employee to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

This position primarily requires sitting, with limited walking and standing. All work is conducted indoors during regular working hours. The noise level in the work environment is typically moderate.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.