Wealth Management Supervisor
2 weeks ago
Position Overview:
- Oversee and execute a strategic business framework in the designated market area
- Establish and nurture client partnerships
- Engage in initiatives for business growth and networking opportunities
- Attend and represent the firm at various professional gatherings
Key Responsibilities:
- Enhance market insight and execute the business strategy
- Assist clients and organizations through impactful presentations and financial contributions
- Foster client relationships and facilitate the onboarding of new clientele
- Engage in wealth management functions including financial advisory and investment oversight
- Contribute to operational tasks and long-term strategic planning
Qualifications:
- Required: Bachelor's degree and Certified Financial Planner designation
- At least five years of experience in financial advisory
- Exceptional communication and business development capabilities
- Proficient in Microsoft Excel, Word, Outlook, and PowerPoint
Employee Benefits:
- 401(k) plan with employer matching
- Performance-based bonus structure
- Comprehensive medical insurance options
- Support for ongoing education and professional development
About Aspiriant:
Aspiriant is a premier independent wealth management firm dedicated to fostering diversity and equitable employment practices. We are committed to our mission and value the contributions of our team members.
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