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)
We are is currently searching for an outgoing Business Management Consultant to execute hands-on promotions and sales of client services. Responsibilities will include educating and exciting customers on the benefits and differentiators of our available services. This entry-level position will provide full training and help employees become proficient in each available service, qualifying customers to match the best service to their customer needs, demonstrating the user interface for each service, and assisting the customer through the activation process. The Business Management Consultant is a well-rounded combination of promotions, sales, and customer service know-how.
Entry Level Business Management Consultant Responsibilities:
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0 Wealth Management Specialist jobs found in Queens Village, NY area