Wealth Management Specialist
Core
Trainee supporting Financial Advisors to develop client relationships, gather assets, and deliver wealth management solutions for individuals and institutions.
Role type
Trainee Wealth Management Specialist (non-exempt, pre-licensure)
Builds
Client service models, portfolio analysis reports, and marketing campaigns for the Elite Growth Practice
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Portfolio Management, Financial Analysis, Investment Management, Client Solutions Advisory, Risk Management, Market Analysis, Regulatory Compliance
Preferred skills
Causation Analysis, Trading Strategy, Wealth Planning, Financial Forecasting
Technologies
Salesforce, Wealth Management Workstation, Portfolio Analysis Tools
Responsibilities
Develop and service client segments including next generations; Gather additional assets from existing client base; Coordinate technological support for portfolio analysis and proposals; Provide technical expertise in product areas like Corporate 401(k) and Rule 144; Monitor and manage client portfolios to align with goals; Create analytical reports for Financial Advisors.
Seniority
Entry-level Trainee