Wealth Management Specialist
Core
Wealth Management Specialist supporting Financial Advisors with business development, wealth planning, investment management, and relationship management to help clients achieve life goals.
Role type
Wealth Management Specialist (IC)
Builds
Client relationships, investment proposals, and marketing campaigns for individuals, companies, and institutions.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Wealth planning, Investment management, Business development, Relationship management, Business management, Client service, Product knowledge, Process improvement, Analytical skills, Communication
Preferred skills
Series 7, 66, 63, 65 licenses, SAFE Act registration, Form ADV-2B maintenance, Firm approved designations, Salesforce proficiency, Mortgage loan origination
Technologies
Salesforce, Wealth Management Workstation
Responsibilities
Execute business development and wealth planning strategies, provide investment advice and operational support, coordinate portfolio analysis and direct mail campaigns, identify client needs and articulate solutions, support less experienced team members with training and problem escalation.
Seniority
Entry-level / Trainee