Client Success Strategist

1 week ago


Syosset, New York, United States Center for Wealth Preservation Full time
Job Title: Wealth Management Assistant

We are a leading provider of financial services and wealth management solutions. Our company is anchored by MassMutual, and our DNA is holistic financial planning.

About Our Team
  • We have a dynamic and intelligent team culture that utilizes the best technology to organize and execute.
  • We teach and generate high-quality leads.
Job Overview

We are seeking an experienced Wealth Management Assistant to join our team. In this role, you will assist in the preparation of financial plans and provide analysis and recommendations to clients. You will also gather client data, including risk tolerance and financial goals, and input client data into financial planning software.

Your Key Responsibilities
  • You will need to be customer-facing and have experience reaching out to prospects or referrals.
  • You must have a deep interest in building advisory plans for individuals, families, and businesses.
  • You should not shy away from data-driven decisions to guide sales strategies.
  • You must have exceptional organizational skills and attention to detail.
Key Requirements
  • Ability to manage relationships with high-net-worth clients and family offices.
  • Interest in building a team and/or mentoring others.
  • Excellent people skills and ability to strike up conversations with anyone.
  • Deep passion for helping families and individuals.
  • Pressure player who lives for goal setting.
Compensation

The estimated annual salary for this position is $75,000-$95,000.



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