Financial Wealth Strategist
4 days ago
Stevens Foster Financial Advisors is seeking a highly skilled Financial Wealth Relationship Manager to join our team.
Job SummaryWe are looking for a professional with 3-5 years of experience in financial planning for individuals, strong understanding of investing, executive benefits, and retirement planning, as well as estate planning terminology and complex trust strategies.
Key Responsibilities- Develop and maintain strong relationships with clients, understanding and conveying their goals and objectives.
- Work with the Stevens Foster team to design effective financial solutions to meet client goals.
- Communicate complex financial information to clients in a clear and concise manner.
- Manage multiple client relationships and prioritize tasks to meet deadlines.
- Collaborate with the team to identify and pursue new business opportunities.
- 3-5 years of experience in financial planning for individuals.
- Strong understanding of investing, executive benefits, and retirement planning.
- Estate planning terminology and complex trust strategies.
- Excellent written and interpersonal communication skills.
- Ability to work in a team environment and maintain confidentiality.
- Paid time off.
- Voluntary paid time off.
- 401(k) and 401(k) matching.
- Health insurance.
- Dental insurance.
- Vision insurance.
- Disability insurance.
- Health savings account.
- Flexible spending account.
- Dependent care flexible spending account.
- Life insurance.
- Parental leave.
- Monday to Friday.
- Hybrid opportunity after 6 months.
- Bonus opportunities.
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