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)
Imperial Asset Management is a real estate asset management company headquartered in Tampa, FL.
We specialize in purchasing investment real estate, consisting of single-family homes, townhomes, and multi-unit residences, to optimize financial returns and operational efficiency for our clients as well as long-term growth and appreciation.
We are looking for experienced Wealth Managers that have a client base interested in generating a consistent monthly income above what they can currently earn in the traditional market to assist them in achieving their financial goals faster from a company with an effectively managed and optimized real estate portfolio. We have a proven track record and references available upon request.
This is a salary and performance-based commission position for the right candidate. Salary will depend upon the manager's experience as well as performance goals and expectations. The position is remote, but offices are available for use if needed.
0 Wealth Management Specialist, Sr. jobs found in Tampa, FL area