Senior Wealth Management Consultant

2 weeks ago

Plymouth Meeting, Pennsylvania, United States NAPFA Consumer Group Full time
About NAPFA Consumer Group:
NAPFA Consumer Group is a distinguished Wealth Management organization dedicated to providing exceptional financial guidance. We specialize in serving high-net-worth individuals and business proprietors, ensuring their financial aspirations are met with precision and care.

Position Overview:
As a Senior Wealth Management Consultant, you will engage with elite clients to assist them in realizing their long-term financial goals while honoring their values and commitments to family and community. Your role will involve comprehensive estate and business planning, asset management, tax strategy, and personalized financial advisory services.

Key Responsibilities:
  • Develop an in-depth understanding of each client's comprehensive financial strategy, including their balance sheet, cash flow, estate plan, and investment portfolio.
  • Foster relationships with key influencers to stimulate new business opportunities.
  • Assist Senior Advisors with intricate cases and oversee client relationship management.
  • Ensure that all financial strategies are effectively implemented and monitored.
  • Evaluate and discuss current and proposed financial plans with clients.
  • Guide internal teams on overall case strategies and execution.
  • Coordinate with technical experts to ensure seamless execution of plans.
  • Oversee all client communications and presentation materials.

Qualifications:
- Bachelor’s degree required.
- 3-5 years of relevant industry experience; CFP or other industry credentials preferred.
- High energy, ambition, and a strong desire to excel.
- Proven ability to collaborate effectively within a team.
- Initiative and competitive drive to achieve objectives.
- Exceptional communication and relationship-building skills.
- Strong work ethic and accountability for actions.
- Ability to manage multiple tasks and solve problems in a dynamic environment.
- High level of personal integrity and adherence to corporate values.

Compensation:
Competitive base salary complemented by performance-based incentives and a comprehensive benefits package.

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