Wealth Solution Manager (Private) (Mid-Career / Entry level)
Core
Build personalized financial plans and provide holistic financial advice to everyday folks and high net worth clients, covering legacy, estate planning, asset allocation, and investment strategies.
Role type
Wealth Manager (Private)
Builds
Customized financial solutions and client relationships
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Estate planning, Asset allocation, Investment strategies, Client relationship management, Prospecting, Communication
Preferred skills
CFA, CFP, CPWA certifications, Marketing, Multi-lingual abilities
Technologies
Microsoft Office, Social Media, Affiliate platforms
Responsibilities
Speak to clients to provide holistic financial advice, build business relationships with new clients, follow up and maintain relationships with existing clients, work from home, office, or on the go.