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Wealth Management Service Advisor

2 months ago

Towson, United States PeopleShare Full time
Wealth Management Service Advisor Job Summary

PeopleShare is seeking a highly skilled Wealth Management Service Advisor to join our team. As a key member of our wealth advisory team, you will be responsible for providing exceptional client service, cultivating relationships, and garnering trust with our clients.

Key Responsibilities:
  • Provide hands-on assistance to clients with onboarding to eMoney software, via phone or in person
  • Ensure that all data in eMoney is accurate, including asset allocation, and new accounts/transitions are incorporated in tandem with Albridge
  • Contribute to the development of comprehensive financial plans by interpretation of information from client meetings, financial and other statements
  • Be the resident expert in planning techniques and assumptions, updating software annually with capital market assumptions, creating models in eMoney, and reviewing quarterly or as needed
  • Assist lead advisor with evaluation of current portfolios, new portfolio construction, and proposal development
Requirements:
  • FINRA SIE, Series 7, and Series 66 is required
  • A BA degree is required, preferably in finance, financial planning, accounting, or business; Graduate degree from business school would be a plus
  • Strong math, accounting, analytical, research, and technical skills are mandatory
  • 5 years prior experience in investments/financial Planning, in a similar role is necessary
  • Experience with the financial planning software eMoney, as well as Redtail (CRM), Wealthscape, Albridge, Microsoft Office suite, including Teams, (or similar financial, portal, and CRM software)

PeopleShare is an equal opportunities employer and welcomes applications from all qualified candidates. We are committed to providing a diverse and inclusive work environment.