Wealth Management Consultant
2 weeks ago
Salary:
$60k - 85k per year
Reference:
PWA10
Position Overview:
eCruit is in search of a Wealth Management Consultant possessing CFP or ChFC credentials for a full-time, on-site role. This position is pivotal as you will serve as the primary advisor within our dedicated Wealth Advisory Team, delivering outstanding service to our clientele.
This role is not sales-oriented; instead, it focuses on providing exceptional financial guidance and support.
Ideal candidates will have a clean U4 record, a successful background check, and at least three years of experience in investment management and financial planning. A passion for the financial planning profession and a commitment to helping clients achieve their financial aspirations is essential. Proficiency in financial planning software and SalesForce is required.
We seek a dedicated professional eager to grow within our esteemed, rapidly expanding firm known for its ethical culture and vibrant environment.
Key Responsibilities:
As the lead advisor, you will:
- Guide a team focused on delivering excellence in comprehensive wealth management
- Provide scheduled portfolio reviews and holistic financial planning advice
- Respond promptly to client inquiries and requests
- Offer ongoing financial advice to clients
- Collect and update client financial information
- Ensure the accuracy and completeness of client data, including financial statements and investment portfolios.
- Manage client data within financial software- Generate reports and analyses to support client meetings
- Conduct financial analyses covering various aspects such as portfolio management, insurance, tax, estate planning, and retirement strategies.
Career Development:
- Opportunities for paid education and career advancement, including:
- Management roles (including C-level positions)
- Advanced wealth specialization (tax or legal)
- Business development roles
- Other advancement opportunities within our national advisory network.
Mentorship and Training:
Enhance your wealth management practice through extensive training and collaboration with a team of CFPs and CFAs, led by experts in Financial & Retirement Planning and Tax Law.
- Engage in advanced estate planning and trust design
- Experience sophisticated portfolio management techniques
- Develop rigorous retirement planning and income modeling skills
- Learn proactive tax reduction strategies and asset protection planning.
Long-Term Career Path:
- Benefit from a comprehensive orientation and ongoing training
- Manage a client portfolio with the support of paraplanners
- Explore advancement opportunities to C-level roles or specialized planning positions
- Potential for partnership based on exceptional performance.
Performance Metrics:
- Deliver timely portfolio reviews and financial planning advice
- Maintain regular communication with clients
- Document and manage planning tasks effectively
- Ensure prompt responses to client service requests
- Oversee your support team to ensure timely task completion.
Qualifications:
- CFP certification completed or nearing completion
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field
- Minimum of 3 years of experience in the financial services sector, preferably in a client-facing capacity
- Series 65 or Series 66 license
- Knowledge of investment solutions and financial planning strategies
- Proficiency in Microsoft Office Suite and investment software.
Benefits:
- 401(k) plan
- Comprehensive health, dental, vision, and life insurance
- Paid time off
- Professional development coaching
- Educational tuition reimbursement.
Compensation Package:
- Bonus opportunities
- Incentives for client retention and referrals
- Profit sharing
- Career bonus plan.
#ecruit
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