Financial Services Specialist

2 days ago


Wilmington, Delaware, United States The Military Veteran Full time
The Opportunity

Join a veteran-founded independent fiduciary and private wealth management company that coordinates family-office services and the full-range of investment strategies for individuals, families, and small business owners.

Company Overview

TheMilVet is partnered with a company that builds customized financial plans and optimizes public and private investment allocations for their clients.

Position Details

The Financial Services Professional will start the role doing the following:

  • Design financial plans tailored to clients' needs
  • Analyze portfolio allocations to optimize returns
  • Advise current private wealth clients on investment strategies
  • Provide one-on-one financial wellness sessions to local employees

Additional Responsibilities:

  • Lead current client relationships to ensure satisfaction
  • Manage the transition process of new acquisitions to ensure seamless integration
  • Introduce clients to new prospects to expand the client base

Compensation: mid $100ks + OTE

Your Professional Qualifications

To be successful in this role, you will need:

  • 2+ years post-military experience in advising/financial services
  • CFP, CFA, or MBA


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