Financial Services Specialist
2 days ago
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 OverviewTheMilVet is partnered with a company that builds customized financial plans and optimizes public and private investment allocations for their clients.
Position DetailsThe 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 QualificationsTo 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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