Wealth Management Specialist
2 days ago
We are seeking a skilled Wealth Manager to join our team and contribute to the growth and success of our clients.
The successful candidate will have a strong background in financial planning, excellent analytical skills, and the ability to communicate complex financial concepts to clients.
Estimated Salary: $80,000 - $100,000 per year
Key Responsibilities- Develop and implement personalized financial plans for clients
- Provide ongoing support and guidance to clients
- Collaborate with cross-functional teams to achieve business objectives
- Stay up-to-date on industry trends and best practices
- Ensure compliance with regulatory requirements
- College degree in Accounting, Finance, or related field
- Minimum 7 years of experience in financial services or wealth management
- Prior experience with Avantax and SEI a plus
- Strong computer skills, including proficiency in Microsoft Office Suite and Redtail CRM
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