Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
Rethink Wealth is looking for financial professionals who want to make a difference, looking for a work community, work-life harmony, mentorship, and personal growth opportunities in a very rewarding field. This person should want more from their company in the way of growth, visibility & culture. This position will allow for flexibility while growing a practice you own.
In order for you to create a larger impact, Rethink wealth will focus on your unique ability, and take the rest off your plate. Find out more about how we are flipping the script on what it means to be a financial advisor & a leader in our business. Join a team that provides unlimited growth potential, team-based selling -where every opportunity is within your grasp, marketing support to attract new clients, and unparalleled administrative and sales support to build a practice the way you want.
If this sounds like you, please respond.
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We are looking for a self-starter, who is result orientated, with an entrepreneurial spirit to build something bigger than themselves. They should possess the desire to help others in the pursuit of true financial organized while protecting and securing their clients financial future.
If you have the desire to help others while taking control of your own future, this is the opportunity for you.
FINANCIAL ADVISOR - OVERVIEW
FINANCIAL ADVISOR- BENEFITS
You can’t attract quality people with a second-best compensation package. As a Rethink Wealth Consultant, you’ll be part of a recognized, respected company that offers:
Our work environment is fast-paced, energetic and enthusiastic. If you have an entrepreneurial mindset and are not looking for just a job, then this can be the place for you.
FINANCIAL ADVISOR - JOB DESCRIPTION
FINANCIAL ADVISOR - TRAINING PROGRAM ... SUPPORT TO HELP YOU SUCCEED
***We have remote capabilities, and promote a hybrid in office and work from home culture- but only for Texas residents.
Job Type: Full-time
Pay: $50,000.00 - $500,000.00 per year
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Work Location: Hybrid remote in Fort Worth, TX 76107
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