Wealth Management Advising Director Salary in Elmer, Oklahoma

The Wealth Management Advising Director uses extensive knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Leads a wealth management financial advising practice that develops individualized wealth management financial plans and recommendations to help clients attain financial goals with investment solutions to minimize risk and grow wealth. Being a Wealth Management Advising Director monitors client portfolios to ensure appropriate risk profile. 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. In addition, Wealth Management Advising Director builds effective and well-informed advising teams with coaching and professional development. 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 senior management . The Wealth Management Advising Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Working as a Wealth Management Advising Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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