Wealth Management Specialist
Core
Develop and service client segments, gather additional assets from the existing client base, and deepen relationships by partnering with Financial Advisors to deliver full-breadth solutions.
Role type
Wealth Management Trainee (Elite Growth Practice)
Builds
Client relationships and asset growth for individuals, companies, and institutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Wealth Planning, Investment Management, Business Development, Business Management, Relationship Management, Portfolio Analysis, Financial Analysis, Client Solutions Advisory, Financial Forecasting and Modeling, Trading Strategy, Price Verification and Valuation, Trade Monitoring
Preferred skills
Causation Analysis, Trading and Investment Analysis, Client Investments Management
Technologies
Salesforce, Wealth Management Workstation
Responsibilities
Develop and service client segments and next generations; Gather additional assets from existing client base; Coordinate technological support through portfolio analysis and proposals; Provide technical expertise in product areas (Corporate 401(k), Rule 144, Insurance); Execute problem escalation and problem solving; Assist with training for less experienced team members.
Seniority
Entry-level Trainee (non-exempt, requires obtaining licenses/designations)