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Junior Wealth Management Consultant
2 months ago
Wealth Navigation Advisors is on the lookout for a dedicated and detail-oriented Junior Wealth Management Consultant to become a vital part of our innovative team. This role presents a unique opportunity to collaborate with experienced wealth managers in delivering holistic financial planning and investment management solutions to our esteemed clientele.
Key Responsibilities:
- Collaborate with senior wealth managers to design tailored financial strategies and investment plans for clients.
- Conduct thorough financial assessments and compile reports detailing clients' financial health, encompassing income, expenditures, investments, and liabilities.
- Engage in client consultations to collect essential information, present financial strategies, and offer continuous support.
- Investigate and evaluate investment prospects, market dynamics, and financial instruments.
- Maintain and organize client documentation, ensuring precision and confidentiality.
- Assist in formulating and executing financial strategies aimed at helping clients realize their financial aspirations.
- Deliver outstanding client service and address inquiries promptly.
- Contribute to the creation of marketing and client engagement initiatives.
- Stay informed about industry regulations, trends, and best practices.
Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
- Mandatory certifications include Series 7 and Series 66.
- CFP and CA insurance license are highly desirable, or a commitment to obtain them.
- 1-3 years of experience in financial advisory, investment management, or a related sector.
- Strong analytical capabilities and problem-solving aptitude.
- Exceptional communication and interpersonal skills.
- Proficiency in financial planning software and Microsoft Office Suite.
- High degree of integrity, professionalism, and meticulous attention to detail.
- Able to work autonomously as well as collaboratively within a team.
Flexible remote work options are available.
