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)
JOB DESCRIPTION | Client Services Specialist
Description
Job Summary
The Client Services Specialist is responsible for a wide variety of administrative and operational functions. In this role, the Client Services Specialist has accountability for maintaining a consistent, and reliable approach to the administrative and operational tasks through adherence of business ethics and practices consistent with the various policies and procedures established by Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. (CIRA), and Conte Wealth Advisors.
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Non-Essential Duties and Responsibilities:
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Qualifications
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Previous Experience Requirements:
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Conte Wealth Advisors Guiding Principles
At Conte Wealth Advisors, our associates use four guiding principles: Integrity, Flexibility, Commitment and Kindness, to deliver a consistent, exceptional experience with every client engagement.
We expect our associates at all levels to:
Job Type: Full-time
Pay: $40,000.00 - $45,000.00 per year
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Work Location: In person
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