Wealth Management Specialist
Core
Train Financial Advisors and Wealth Management Client Associates to develop and service client segments, gather assets, and deliver holistic investment solutions.
Role type
Trainee Financial Advisor / Wealth Management Client Associate
Builds
Client relationships and comprehensive wealth management solutions
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment Management, Portfolio Analysis, Financial Analysis, Client Solutions Advisory, Wealth Planning, Risk Profile Alignment, Regulatory Compliance (SAFE Act)
Preferred skills
Series 7, 63/65, or 66 licenses; CFP or similar designations
Technologies
Salesforce, Wealth Management Workstation
Responsibilities
Develop and service client segments and next generations; Gather additional assets from existing client base; Coordinate technological support for portfolio analysis and proposals; Ensure client risk profiles and asset portfolios are aligned; Deliver full range of investment products and services.
Seniority
Entry-level Trainee (non-exempt)