Financial Advisory and Portfolio Management Specialist

2 weeks ago


Dallas, Texas, United States Terrion Consultancy Services Full time
Role Overview:
As a Financial Advisory and Portfolio Management Specialist, you will guide clients through the intricacies of the application process, ensuring a seamless experience.

Key Responsibilities:
  • Facilitate appointments with clients to discuss their financial needs.
  • Outline the necessary documentation for underwriting and budget evaluation.
  • Maintain communication with clients regarding any outstanding documents required for transaction processing.
  • Provide expert advice on clients' financial data during consultations, covering aspects such as total annual income, debt responsibilities, monthly expenditures, and savings/assets.
  • Engage in discussions on various financial topics, including debt management and savings strategies.
  • Conduct final presentations on approved analyses derived from clients' portfolio accounts.
  • Assist clients in comprehending their financial situations and achieving their financial aspirations.

Qualifications:
Minimum of 2-3 years of experience in Wealth & Asset Management consulting.

Desired Skills:

Exceptional client relationship management with strong verbal and written communication abilities; Proficient time management skills; Experience in managing a busy calendar; Knowledgeable in servicing and overseeing a portfolio account pipeline; Advanced proficiency in Microsoft Office Suite; Expertise in reporting, data analysis, and preparing client presentation summary reports.


Education:
Bachelor's degree (Required) / License (Required) / Certification (Preferred)
Terrion Consultancy Services

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