Wealth Management Specialist, Sr. 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, Sr. 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, Sr. 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. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Administrative Assistant
Location: Fort Collins, Colorado
About Trail Ridge Wealth Management
Trail Ridge Wealth Management, Inc. provides wealth management services to high-net-worth individuals and families and charitable organizations. Services are provided through two wholly-owned subsidiaries: Trail Ridge Investment Advisors, LLC (TRIA) is an independent SEC-registered investment adviser offering customized integrated financial planning and investment management solutions, and Trail Ridge Trust Company, LLC (TRTC) is a Wyoming-chartered, non-depository trust company offering trust, estate, and other fiduciary services. TRIA has offices in Fort Collins and Denver, Colorado, and TRTC has offices in Cheyenne, Wyoming.
Why Work at Trail Ridge Wealth Management?
Trail Ridge Wealth Management’s culture is rooted in core values of honesty, integrity, mutual trust and respect, individual empowerment, and accountability. We provide opportunity, nurture talent, invest in our people, and reward achievement. You will be joining a culture that promotes functional excellence and teamwork and a passion for learning, and which values employee input to help shape the company’s growth and future.
Core Functions
Client Service
Account Administration Assistance
Record Keeping
Office Management
General
Trail Ridge Values
Accountability. I take ownership for decisions and results within the scope of my role.
Initiative. I identify what needs to be done and take appropriate action without needing to be asked.
Adaptability. I recognize and am open to changing circumstances and alter my behavior as necessary.
Collaboration. I work in partnership with others to accomplish goals and tasks.
Client Focus. I understand and anticipate clients’ needs and take action to exceed their expectations.
Learning Orientation. I focus on developing personal knowledge, skills, and abilities to continuously improve.
Qualifications
Benefits
Hours: Starting at 20 hours per week. This could grow to a full time position for the right candidate.
Compensation: $18-26 hourly, depending on experience and qualifications
Job Type: Part-time
Pay: $18.00 - $26.00 per hour
Expected hours: 20 – 30 per week
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
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