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Wealth Management Service Advisor

2 months ago

Towson, Maryland, United States PeopleShare Inc Full time

PeopleShare Inc. is seeking a highly skilled and experienced Wealth Management Service Advisor to join their dynamic team. As a key member of the team, you will be responsible for delivering exceptional wealth management services to clients, providing expert guidance and support to help them achieve their financial goals.

  • Job Summary: The Wealth Management Service Advisor will work closely with clients to understand their financial needs and goals, and provide personalized advice and guidance to help them achieve their objectives.

Key Responsibilities:

  • Provide expert guidance and support to clients on wealth management strategies and solutions.
  • Conduct thorough financial assessments and develop comprehensive financial plans to help clients achieve their goals.
  • Stay up-to-date with market trends and developments, and provide clients with expert advice and guidance on investment opportunities.
  • Work closely with the client services team to ensure seamless delivery of services and support to clients.
  • Develop and maintain strong relationships with clients, and provide exceptional customer service to ensure their needs are met.

Requirements:

  • FINRA SIE, Series 7, and Series 66 certification is required.
  • A Bachelor's degree in finance, financial planning, accounting, or business is required, with a Graduate degree from a business school being a plus.
  • Strong math, accounting, analytical, research, and technical skills are mandatory.
  • 5 years of prior experience in investments/financial planning, in a similar role is necessary.
  • Experience with financial planning software, such as eMoney, and CRM software, such as Redtail, is required.
  • Excellent verbal and written communication skills, and strong attention to detail is a must.

About PeopleShare Inc.

  • PeopleShare Inc. is a leading staffing agency in the region, providing temporary to hire and permanent jobs across 8 states.
  • We offer a range of job opportunities, including receptionist, data entry, customer service, collections, office managers, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, assembly, production, pickers, packers, forklift, machine operators, and maintenance mechanics.

Equal Opportunities Employer:

  • PeopleShare Inc. provides equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status, or any other protected category or class under federal, state, and/or local laws.