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Experienced Wealth Management Consultant
2 months ago
Key Responsibilities:
- Establish and nurture client relationships
- Create tailored investment and wealth management strategies
- Emphasize fee-based, managed investment portfolios
- Leverage professional network to identify potential clients
- Evaluate financial data and offer strategic recommendations
- Keep abreast of market developments and adapt strategies as needed
- At least 10 years of experience working with high-net-worth individuals
- Recognized presence within the community
- Proven skills in business development
- Possession of Series 7 & Series 66 (or 63/65) licenses
- Bachelor's degree in Finance or a related field
- CFP certification is a plus
- Outstanding organizational and communication abilities
- Access to a dedicated Client Service Manager and Wealth Specialist
- Comprehensive supervision and advanced technology provided by the firm
- Highly competitive salary and benefits package