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 Office Personnel
Operations Manager
Reports to Director of Operations
Major Function
Organize, manage and perform the short and long term functions of managing the client experience, as well as the responsibility of all administrative duties pertaining to daily operation of a busy and fast paced Wealth Management practice. The ideal candidate will be kind, highly organized/detailed, enjoy working as part of a team and will possess a genuine desire to work with and help people.
Required Skills
Duties
General Requirements
Educational: Minimum High School or equivalent; prefer college degree in related field
Skills: Strong communication, detail oriented, computer, typing and math skills. Experience with Microsoft Office
Experience: Minimum 2 years as administrative assistant or office management capacity.
Hours: 8:00 am – 5:00 pm Mon. – Fri.
Paid Vacation
Paid Time Off Available
All Market Holidays
Salary commensurate with experience with a 90 day initial performance review.
Benefits
Disability, Life Insurance, 401k. Additional Benefits negotiable.
Job Type: Full-time
Pay: $45,000.00 - $60,000.00 per year
Application Question(s):
Work Location: In person